Accounts Receivable > Importing and Exporting > Viewing a List of Fields You Can Import and Export

Viewing a List of Fields You Can Import and Export

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About Importing and Exporting Accounts Receivable Records

Importing Records into Accounts Receivable

Exporting Accounts Receivable Data

You can display and print lists of the fields you can import or export for most Sage 300 records, including transaction batches. The report also indicates key fields.

To display a list of the fields you can import and export:

  1. Open the record or transaction entry screen for the type of record or transaction you want to import or export.
  2. For screens with a Batch Number field, specify a batch.
  3. Click Options > Import or Export.
  4. If a File Import/Export Selection screen appears (for example, if you clicked Import or Export on the Customers screen), select the type of record to import or export, and then click OK.
  5. On the Export screen that appears, expand and review fields available for import and export.