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RFBSDot
December 8, 2020

Customer account imports

  • December 8, 2020
  • 2 replies
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When I import my existing customers/suppliers QB, I have some with debit balances and some in credit. Is there a way I can carry this information across to QB or will I have to set those manually? And if so, how do I do that? 

Thanks.

    2 replies

    P
    payment after leaving
    December 9, 2020

    Hi RFBSDot It's not possible to import customers and suppliers with open balances, you'll have to enter these in the form of open invoice/bills one you've imported the information.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    December 9, 2020

    @RFBSDot 

    You may prepare the opening balances in XLS and import them as Journal Entries.

     

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