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 a

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

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displayed as “GL Account Details Imported”.

b) Import GL Accounts from CSV-

                                    1. Download the GL Account Import Template is available for Download                    1. Create a CSV file with

       2. Fill the following fields

1. 1. Account
   2. Type
   3. Description

       2. Fill each columns with the related data       3. Make sure the Type field match to the Pick list Value of "Account Type" in AccountingBook. The values are:

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• Income
• Expense
• Equity
• Cost of Goods Sold
• Other Income
• Other Expense
• Bank
• Fixed Asset
• Accounts Receivable
• Accounts Payable
• Other Current Asset
• Other Current Liability

      4. Select the file from Choose file button. The data will display once the file is selected

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a) Import Products from CSV-

Prepare your file

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      1. Download the Product Import Template

      2. Fill the following fields

1. 1. Name
   2. Price
   3. Income Account
   4. Type
   5. Cost
   6. COGS Account
   7. Description

            "Product Import Template is available for Download"

      2. Fill each columns with the related data

      3. Type as       3. Make sure the Type field match to the Pick list Value of "Type" in AccountingBook. The values are:

• Service
• Non-Inventory
• Inventory
• Payment
• Discount
• Group
• Sales Tax Item
• Sales Tax Group
• Other Charge
• Expense

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