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      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

 

 

 

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    C. Import a Sample Data-

                   1. For testing purpose, download the sample data.

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