Import Customers

Top  Previous  Next

Go to Customer > Extra >Customer Import

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

CompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

                                                                                                                                                                                                                                                                                                                                  Arrow_Blue

 

Browse for FileImport your customers

 

Opening Balances

You can split the opening balances to reflect the correct aging.

In Excel use the fields for e.g. Age Analysis Current, Age Analysis 30, Age Analysis 60 etc.

If you owe the customer money (credit amount) the put the value in Excel as a negative amount.

 

The journal entry will be:

Debit the Debtors Control and credit the Opening Balances Account (the account that you have selected).