User in Q6 may import Chart of Accounts by simply download the CSV template and upload the modified.
By clicking Export Account from Action button, Q6 will download the Chart of Account list automatically in CSV format.
Steps on how to Import Account
1.Go to Settings > Chart of Account;
2.Click on Action > Import Account;
3.Download Accounts Template CSV file;
4.Fill the required information without changing the headings, and save as CSV file format;
5.Then upload the completed Accounts Template CSV file;
Fields explained in Import Account
1.Browse: User may click Browse to upload the completed Accounts Template.
2.Import: Once the template has been uploaded, Import function will be activated, and it's just one click away to batch import Accounts List for up to 1000 Accounts.
3.Close: Clicking Close will lead back to Accounts List.
4.Exit: Clicking Exit will lead back to Dashboard.
Tips on Import Inventory
1.Do not change the column headings in the template file.
2.All the columns marked with * are compulsory columns, which should not be left blank.
3.We recommend to run a test import of 3-4 Items before importing a large list.
4.A maximum of 1000 Inventories can be imported at a time.
5.If an Item already exists in Q6 with the same Inventory Name, this Item will be ignored and not import in the system!
6.Make sure your Account Name, Tax Code, Supplier, Category Name are already exist in Q6 before you do importing Inventories.
7.All numbers input should not be negative numbers.