Importing Accounts Receivable

[Mercia]

Please advise how do I import accounts receivable from my one manager on cloud to another manager business

[Brucanna]

You can’t just import accounts receivable from one business into another.

Edit: But you can export “Customers” from one business and “Batch Create” into another but you need to create a Test Customer first before you can see the “Batch” buttons

[Tut]

Accounts receivable are unique to the business which is owed money by the customer.

If you were referring to accessing business records from another installation of Manager, rather than in another business, you do that by importing backups. There are many threads about this on the forum. The basic Guides are here:

Make a backup of existing business

Before you start working with Manager, it’s important for you to know how to backup your future accounting data. Backups will allow you to restore the original data after a data loss event. As long as new accounting data is being recorded, backups will need to be performed at frequent intervals. The most common method of performing a backup of Manager is to use the Backup button in the top-right corner when working with an accounting entity. Example Let’s try to backup a business named “Bril…

Import a sample business

If you’d like to experiment with a sample business already containing a broad range of transactions, you can import a fictitious company called Northwind Traders. Northwind is a trading company selling food to customers all over the world. Manager has a lot of modules and the way Northwind is using Manager is just one of the many examples of how Manager can suit custom business requirements. Northwind is using Manager to: Track supplier invoices to know how much it owes to suppliers Issue inv…