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a) Import Products from CSV-

      1. Download the Product Import Template

      2. Fill the following fields

  1. Name

Price

Income Account

Type

Cost

COGS Account

      1. Description

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

  1. Service
  2. Non-Inventory
  3. Inventory
  4. Payment
  5. Discount
  6. Group
  7. Sales Tax Item
  8. Sales Tax Group
  9. Other Charge
  10. Expense

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

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

 

 

 

  1.            C. Import a Sample Data-

                   1. For testing purpose, download the sample data.

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