2022
Data Import- The options available are
A. Setup GL Account under Setup my AccountingBook- You can Import the GL Accounts through this option
B. Setup Products under Setup my AccountingBook- You can Import the Products through this option
C. Import Sample Data- You can Import a sample data to see the flow of AccountingBook-"How it works".
A. Setup GL Account-
1. Click on Import GL & Items or Sample (Home page)
2. Click on Setup my AccountingBook
3. Setup GL Accounts
4. You will get Three options
a) Select Industry Type
b) Import GL Accounts from CSV
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".
b) Import GL Accounts from CSV-
Prepare your file
"GL Account Import Template is available for Download"
2. Fill each columns with the related data
3. Make sure the Type field match to the Pick list Value of "Account Type" in AccountingBook. The values are:
Account Type Values
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-
1. You will get Two options
a) Import Products from CSV
b) Create Manually
a) Import Products from CSV-
Prepare your file
"Product Import Template is available for Download"
2. Fill each columns with the related data
3. Type as
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 a Sample Data-