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SG account
Level 3

How can I import Bills, Invoices, and Product & Service into Sub Account?

How can I import Bills, Invoices, and Product & Service into Sub Account?  

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Best answer June 17, 2020

Best Answers
SG account
Level 3

How can I import Bills, Invoices, and Product & Service into Sub Account?

When you are importing for Bills, Invoices or Product and services through CSV and you want to make sure that in the CSV file, you are adding Parent Account name ":" with Sub account name.

 

Please see the screenshot below,

Bill Export.PNG

And then if you are browsing the CSV and mapping it with the right options, it would import successfully.

I hope this helps! 

View solution in original post

1 Comment
SG account
Level 3

How can I import Bills, Invoices, and Product & Service into Sub Account?

When you are importing for Bills, Invoices or Product and services through CSV and you want to make sure that in the CSV file, you are adding Parent Account name ":" with Sub account name.

 

Please see the screenshot below,

Bill Export.PNG

And then if you are browsing the CSV and mapping it with the right options, it would import successfully.

I hope this helps! 

View solution in original post