2022
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Importing Data
Data Import- For Importing the data, there are three options available namely:
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C. Import Sample Data- You can Import a sample data to see the flow of AccountingBook-"How it works".
Setup GL Account
A. Setup GL Account
Follow the steps
1. Click on Import GL & Items or Sample (Home page)
2. Click on Setup my AccountingBook
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c) Create Manually 
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a) Select Industry Type- Select your Industry Type. Once you select the Industry Type, related GL Accounts will display. Click on save, all the GL accounts will get imported and message will be displayed as “GL Account Details Imported”.
b) Import GL Accounts from CSV-
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5. Click on Import GL Accounts, all the GL accounts will get imported and message will be displayed as "GL Account Details Imported.
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c) Create Manually- Link is given which will directly take you to GL Accounts tab, wherein GL Accounts can be created manually
Setup Products
B. Setup Products
Once you click on Setup Products, You will get Two options for importing Product
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b) Create Manually
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5. Click on Import Items, all the items will get imported and message will be displayed "Products Import Successful".
b) Create Manually- Link is given which will directly take you to Items tab, wherein Items can be created manually
Import Sample Company Data
C. Import Sample Company Data
1. For testing purpose, download the sample data.
2. Click on import Sample Data and then click on Import. All the data will get imported and message will be displayed "Sample Data Import Successful".
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6.This delete option will be available to all the users initially. But if you want this option only for the Admin user, it can be blocked by a trigger for the other users.
New Account Type
You can add the following Account types manually:
- Inventory
- Deferred Tax Asset
- Investments
- Deferred Tax Liability
- Long Term Liability
- Credit Card- Credit Card as an Account type is added in the Refund screen as well as under GL account field for Bill Payment Object. This will allow to process Refund and make payment through Credit Card as well apart from Bank.
To add new Account types, follow the steps:- 1. Click on GL Accounts Object
- 2.Expand Force.com Quick Access Menu
- 3. Click on View fields
- 4. Click on Account Type
5. Click on New tab and enter the new Account type name therein
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