2022
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Importing Data
Data Import- The For Importing the data, there are three options available arenamely:
A. Setup GL Account under Setup my AccountingBook- You can Import the GL Accounts through this option
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C. Import Sample Data- You can Import a sample data to see the flow of AccountingBook-"How it works".
A. Setup GL Account- Follow the steps
1. Click on Import GL & Items or Sample (Home page)
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2. Click on Setup my AccountingBook
3. Click on Setup GL Accounts
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Once you click on Setup
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my AccountingBook, You will get Three options for importing the GL Accounts
a) Select Industry Type
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c) Create Manually
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".
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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-
1. You Once you click on Setup Products, You will get Two options for importing Product
a) Import Products from CSV
b) Create Manually
a) Import Products from CSV-
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b) Create Manually- Link is given which will directly take you to Items tab, wherein Items can be created manually
C. Import a Sample Data-
1. For testing purpose, download the sample data.
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
4. For Delete option go to Admin/Get Started Tab, at bottom there is button "Mass Delete Records"
5. Once you click on "Mass Delete Records", all the records except Account will get deleted. Warning- "careful before you click on Mass Delete Records".
6. This delete option will be available to all the users initially. But if you want this option only for the Admin user, it can be blocked by a trigger for other users.
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