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Importing returns (Credit memos? Negative invoices?) - Data importer not select
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ward@hollyyashi.com  
#1 Posted : Tuesday, July 21, 2020 11:28:53 PM(UTC)
ward@hollyyashi.com

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I am using the Data Importer to bring in Transactions - AR invoices (basic). Some of my transactions are returns, so I am reporting my items with a negative Quantity and a negative Amount. Unfortunately, the importer continues to select the Sales account instead of the Returns & Allowances account.

I tried including the DetailAccount field in the CSV file, but the importer continued using the Sales account for the item.

How can I get the Importer to use the correct account?
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tony  
#2 Posted : Tuesday, July 21, 2020 11:57:08 PM(UTC)
tony

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The basic AR Invoice Import lets you enter either a Sales Item or an Account on each line, but if you enter both, it uses the Sales Item.

I am going to do a little more research.
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