Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

                       1. Click on Import GL & Items or Sample (Home page)

Image RemovedImage Added

 

 

 

                        2. Click on Setup my AccountingBook

Image RemovedImage Added

 

                                                   

...

                                c) Create Manually Image Removed


Image Added

                                     

...

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”.

 

Image RemovedImage Added

 

b) Import GL Accounts from CSV-

...

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

...



Image Added


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


Image RemovedImage Added


Setup Products

...

                            b) Create Manually

Image RemovedImage Added

                                             

...

      5. Click on Import Items, all the items will get imported and message will be displayed "Products Import Successful".

 

Image RemovedImage Added

 

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

 

Image RemovedImage Added


Import Sample Company 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".

 

Image RemovedImage Added

                 

...

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 the other users.



Image RemovedImage Added