If you have an accounts receivable system other than Sage 300, you may be able to transfer records from it directly into Sage 300 Accounts Receivable by importing them.
You can also export records from Sage 300 Accounts Receivable, edit them in a spreadsheet or other program to change codes, amounts, and other information, and then import them into a new Accounts Receivable system you are setting up.
You can import and export the following Accounts Receivable records:
For examples, you can:
Note: Accounts Receivable creates export files for Microsoft Excel.
For instructions on importing Accounts Receivable records, see Importing Records into Accounts Receivable.
For instructions on exporting, see Exporting Accounts Receivable Data
For information about importing and exporting Accounts Receivable transactions, see About Importing and Exporting Transactions.