Setup Accounting Information

Setup Accounting Information

You are here:
  1. Extract csv import file for “Accounting Code for Categories”
    “Importer” ‐> “Account Importer” ‐> “Accounting Code for Categories” ‐> click download icon to download import template

2. After sorting out inventory related accounting codes from accounting software system, eg Xero, (see sample below)

Import ready image of csv file (no title required):

Import into system: “Importer” ‐> “Account Importer” ‐> “Accounting Code for Categories” ‐> “Click to Select Your File” to select import file as
per Step 2 ‐ figure 1. And then click “Start” of Step 2 ‐ figure 2. When import is successfully done, Step 2 – figure 3 would be appeared on
computer screen.

Step 2 ‐ figure 1

Step 2 ‐ figure 2

Step 2 ‐ figure 3

3. Extract csv import file for “Accounting Code for Products”
“Importer” ‐> “Account Importer” ‐> “Accounting Code for Products” ‐> click download icon to download import template.

4. Update relevant import fields for each “sku” ‐ inventory item, (see sample below)

Import ready image of csv file (no title required):

and then, import into system: “Importer” ‐> “Account Importer” ‐> “Accounting Code for Products” ‐> “Click to Select Your File” to select
import file as per Step 4 ‐ figure 1. And then click “Start” of Step 4 ‐ figure 2. When import is successfully done, Step 4 – figure 3 would be
appeared on computer screen.

Step 4 ‐ figure 1

Step 4 ‐ figure 2

Step 4 – figure 3

5. After import is successfully done, accounting information is available via product details: (see sample below)

6. Once the above 5 steps are completed, accounting information has been setup and ready for further accounting system migration. If a
new SKU is created afterwards, accounting information can be manually selected by the drop‐down list of accounting types (asset,
revenue, and cost).