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b) Import GL Accounts from CSV-

       1. Download the GL Account Import Template

       2. Fill the following fields

1. 1. 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.

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-

                      Once you click on Setup Products, You will get Two options for importing Product

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a) Import Products from CSV-

      1. Download the Product Import Template

      2. Fill the following fields

a)  Name

b)  Price

c)  Income Account

d)  Type

e)  Cost

f)   COGS Account

g)  Description

       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

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

      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

    C. Import Sample Company Data-

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    1. For testing purpose, download the sample data.

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    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".

                    3. The sample data imported can be deleted by using Delete option

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