Hi kauaititaake,
Thanks for posting.
Generally , if the transaction we are trying to import is just a receive money then we could create an import file for receive money. If we are trying to record a payment for an invoice, the closest we could create an import file with is sales import file for closed invoices.
Here is the help article Import and export fields, for you to browse around what information we could add on the import file.
Let me know if you require any further assistance with this. I'm happy to assist you.
If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information
Cheers,
Genreve
Thank you very much for your response.
I have tried several times as you told but still doesn't work at all. Please let me know if I miss out anything. Appreciate if you can provide screenshot as a demonstration of the import transaction process for pay bills & receive payment. Looking forward to hearing from you.
Hi kauaititaake,
Thanks for the response.
Here is the help article Importing data that will serve as a guide on the process. If you still encounter issues while following the guide please let me know, if there are errors please send me a screenshot.
Cheers,
Genreve
Thank you for your reply.
Just a humble request if you can provide the full detailed video for importing receive payment & pay bills transactions. Fyi, I've followed the steps as provided in the video but the import transactions were not successful. For your information, I exported required items such as Customer cards & Supplier cards and closed invoices. The closed invoices imported were skipped. Could you please explain more on how to solve this issue? Looking forward to hearing from you asap.
Hi kauaititaake,
Thanks for the response.
Usually, if the import line has been skipped it shows the reason inside the import log. May I get a copy or a screenshot of your import log so we know much more about the issue?
Here is the help article Import error log that you could read through for additional information.
We are looking forward to your reply.
Cheers,
Genreve.
