Accounts Receivable
These are the master account fields that are imported from QuickBooks® and the corresponding field names in Denali. Required fields are noted with an asterisk.
A Terms Code called NET30 and an AR Code called AR will be generated during the import and attached to your customers. You will need to define these Codes in the AR Terms Codes and AR Codes windows, respectively. If you import a customer with a balance forward amount, you will not be able to change the attached AR Code until the balance is zero.
QuickBooks Export
Denali Field
Notes
*Customer
Number
50 character limit, uppercase, unique
Customer
Name
50 character limit
Active Status
Inactive
Checked if the value is not “ACTIVE”
Balance Total
Bal Fwd
Numeric, Open and History tables, defaults to 0
Credit Limit
Credit Limit
Numeric, defaults to 0
First Name
Contact
50 characters on the AR Customers window Contacts tab; merged with M.I. and Last Name and shares 35 character in the Header
M.I.
Contact
Merged with First Name and Last Name and shares 35 characters in the Header
Last Name
Contact
50 characters on the AR Customers window Contacts tab; merged with First Name and M.I. and shares 35 characters in the Header
Main Phone
Telephone
Formatted
Fax
FAX
Formatted
Alt Phone
Alternate
Formatted
Main Email
E-mail Address
80 character limit
Bill to1 - 5
Bill To Address
Each line is 35 characters
Ship to 1 - 5
Ship To Address
Each line is 35 characters
* Required Field
Published date: 06/04/2021