Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

NSC | CSV import: Customer Payment with Account and Deposited Status

edited May 16, 2024 4:04PM in Accounting / ERP

Scenario

User wants to CSV import a customer payment and set the Account as internal ID but it didn't work. After importing, user noticed that "Undeposited Funds" is still the one selected on the transaction instead of the Account set on the import file. User wants to set the Account from the CSV file and the status should be "Deposited".

Solution

In order to fill up the Account, you need to add an additional column for Undeposited Funds and set it to F on the excel file. As per SAID 9965 - "If you import customer payment records with a value of 

Clarisa De Torres | Ask a Guru

nsc-merchandise-program-signature.gif

The Support Community is your launchpad for learning, sharing, and earning exclusive rewards. Every contribution you make helps others and brings you closer to our official Oracle merchandise.

Learn more and join in the fun:

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders