Import and Export

Importing Items, Products, or Services

Estimated reading: 1 minute

Akaunting makes manually importing your items, product, or services easy.

Importing Items, Products, or Services:

  • Go to Items on the Navigation menu.
  • On the Items page, click Import or the ellipses icon ellipses menu icon at the top left corner.
  • Select Import from the ellipses dropdown options.
  • On the Import Items page, Download the sample file and fill in the provided fields.

In the Items tab, you can enter the following details:

  • Name: Categorize the transaction as Income or Expense.
  • Type: Product, Service, or other.
  • Description
  • Sale Price
  • Purchase Price
  • Category name
  • Enabled: Enter TRUE to enable the Product/Service.
Importing Items, Products, or Services

In the Item Taxes tab, you can enter the following details:

  • Item name: Name of tax
  • Tax rate
Importing Products and Services
  • Save the file as XLS or XLSX.
  • Upload your file to Akaunting.
  • Click Import and wait for a few seconds. This may vary depending on the size of the data.

You’ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.

Check out the Inventory app for added inventory management features.

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