Forum Discussion
Hi keziapm
Are you matching the records by Co./Last Name or by Card Id, Record ID?
This is because in the AccountRight validation information for importing information, the Co/Last name field is a validating field, so if you include it in an import then the information in that field has to correspond exactly to a matching card in AccountRight customer cards.
When you are importing the invoices, you do not have to match up the Co/last Name field if you are matching through the Card ID field, and vice versa. It is possible to unselect the fields you're not using for matching before importing the file.
Please feel free to post any other questions that you may have.
- keziapm2 years agoContributing User
Hi Komal_S
Thank you for your reply.
I'm matching only by Company Name, I'm not inputting any card ID.
My import file only consists of the following entries:
- Deposit account
- ID number
- Date
- Company name
- Payment method
- Memo
- Amount applied
- Invoice number
- gavin123452 years agoUltimate User
Hi keziapm
If you have 2 cards with the same Company Name, this can cause this error as MYOB might be using the wrong card.
Regards
Gavin
- keziapm2 years agoContributing User
Hi gavin12345 ,
Thank you for your reply.
I have been inputting the entries manually since I couldn't figure out how to get the import to the receiving payments.
When I input them manually, I have never been asked about the details for the cards, I only put it information regarding:
- customer name
- amt received
- payment method
- memo
- ID #
- date
- invoice #
But anyway, I also checked the customers' cards list and I didn't find any duplicates, all customers only have 1 card.
Can you help me out with this?
Thank you very much