You can import or export certain data between Accounts Receivable and an external file. For instance, if you have an external spreadsheet that contains new customers and balances forward, you can import this information directly into Denali instead of individually creating new customer records.

Depending on your choices, this feature will add or update specific information directly in your Accounts Receivable customer records. If you need to import adjustment transactions from an external file, see Importing Customer Transactions.