How to import a national account on Sage 300
Steps:
- On the Profile menu, click Administration.
- On the Administration screen, click Sage 300 Administration. The Sage 300 Administration screen appears.
- Click Import National Accounts.
- Select a company and a range of relationships to import, or leave default settings in the From and To fields to import all relationships.
- On the right sidebar, click Import from Sage 300.
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.