Page History

...

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-

       1. Download the GL Account Import Template

       2. Fill the following fields

1. 1. 1. Account
      2. Type
      3. Description

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

       Account Type Values

• • • 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

      5. Click on Import GL Accounts, all the GL accounts will get imported and message will be displayed as "GL Account Details Imported.

Image Modified

c) Create Manually- Link is given which will directly take you to GL Accounts tab, wherein GL Accounts can be created manually

             B. Setup Products-

...