Import Accounts/Branches/Taxes

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bullet01 Import Accounts/Branches/Taxes: This option is used to import the information about Accounts/ Branches or Taxes provided by the Main Branch.

 

bullet01 Main Menu > Utilities > Export/Import Branch Wise Data > Options > Export Import Data > Copy Data Files from Disk

 

Toggle Icon Minus 17Main Menu

 

Copy Data Files From Disk-1

 

Fig 1. Main Menu

 

notes

You should be logged in from same branch.

 

bullet01 As you click on this option, a window will appear on your screen. Upload the CAB File by clicking on the button available at the right corner. Browser window will open on your screen. Select your  Cab File. See the window below:

 

Copy Data Files From Disk-2

 

Fig 2. Copy Data Files From Disk

 

bullet01 Click on start Copy. An option named Map Auto will show. Click on it.

 

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bullet01 Now Click on Main Menu > Utilities > Export/Import Branch Wise Data > Options > Export Import Data> Import Accounts/ Branch/ Taxes.

 

    Toggle Icon Minus 17Main Menu

 

Import Account-Branch-Tax Masters

 

Fig 3. Main Menu

 

bullet01 Import Accounts/Branch/Taxes window will appear on your screen. click on Refresh button. Cab file will appear in your accounts.

 

bullet01 Click on it to Start Import.

 

Import Account-Branch-Tax Masters-1

 

Fig 4. Import File

 

notes

 You can check whether the data is properly imported or not by checking Account Details.

 

 

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