{"id":1203,"date":"2023-04-13T17:09:15","date_gmt":"2023-04-13T14:09:15","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-items-products-or-services\/"},"modified":"2025-09-11T16:25:45","modified_gmt":"2025-09-11T13:25:45","slug":"importing-items","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-items\/","title":{"rendered":"Importing Items, Products, or Services"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Akaunting makes manually importing your items, product, or services easy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Importing Items, Products, or Services:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Items<\/strong> on the <strong>Navigation menu<\/strong>.<\/li>\n\n\n\n<li>On the Items page, click <strong>Import<\/strong> or the ellipses icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> at the top left corner.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13173935\/import-items.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Import<\/strong> from the ellipses dropdown options.<\/li>\n\n\n\n<li>On the Import Items page, <strong>Download<\/strong> the sample file and fill in the provided fields.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In the Items tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: Categorize the transaction as <strong>Income<\/strong> or <strong>Expense.<\/strong><\/li>\n\n\n\n<li><strong>Type: <\/strong>Product, Service, or other.<\/li>\n\n\n\n<li>Description<\/li>\n\n\n\n<li>Sale Price<\/li>\n\n\n\n<li>Purchase Price<\/li>\n\n\n\n<li><strong>Category name<\/strong><\/li>\n\n\n\n<li>Enabled: Enter <strong>TRUE<\/strong> to enable the Product\/Service.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"934\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171106\/image-4-1-1024x934.png\" alt=\"Importing Items, Products, or Services\" class=\"wp-image-1206\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171106\/image-4-1-1024x934.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171106\/image-4-1-300x274.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171106\/image-4-1-768x701.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171106\/image-4-1-16x16.png 16w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171106\/image-4-1-1536x1401.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171106\/image-4-1.png 1574w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the Item Taxes tab, you can enter the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Item name<\/strong>: Name of tax<\/li>\n\n\n\n<li>Tax rate<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"364\" height=\"1024\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171229\/image-5-1-364x1024.png\" alt=\"Importing Products and Services\" class=\"wp-image-1207\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171229\/image-5-1-364x1024.png 364w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171229\/image-5-1-107x300.png 107w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/13171229\/image-5-1.png 510w\" sizes=\"auto, (max-width: 364px) 100vw, 364px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save<\/strong> the file as <strong>XLS<\/strong> or <strong>XLSX<\/strong>.<\/li>\n\n\n\n<li>Upload your file to Akaunting.<\/li>\n\n\n\n<li>Click <strong>Import <\/strong>and wait for a few seconds. This may vary depending on the size of the data.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em>Check out the <a href=\"https:\/\/akaunting.com\/apps\/inventory\" target=\"_blank\" rel=\"noreferrer noopener\">Inventory app<\/a> for added inventory management features.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Akaunting makes manually importing your items, product, or services easy. Importing Items, Products, or Services: In the Items tab, you can enter the following details: In the Item Taxes tab, you can enter the following details: You&#8217;ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1203","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1203"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1203\/revisions"}],"predecessor-version":[{"id":1571,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1203\/revisions\/1571"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/13"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1203"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}