Set default selling details for new customer cards when importing

Question

Is there a way to define defaults for fields in the Selling Details tab when importing customer cards? I have assembled data into a .txt file based on the export format, but I can't see any spots for Income Account, and it'd be a problem to go through and do that manually for >600 accounts.

Earl_HD · Answer

Hi @NathanMc,

Thanks for posting! You’re right, when importing customer cards, the Selling Details fields (like the default Income Account) unfortunately aren’t included in the available import fields. The import layout for customer cards is limited, and the Selling Details tab can only be populated manually once the card exists.

You can submit this as a suggestion to our product ideas page. This way, our developers can see it and might include this in any of future updates.

Regards,
Earl