The Universal Import function in AutoCount Accounting allows users to import data from an Excel file into AutoCount Accounting, reducing the need to enter large amounts of data manually.
This guide explains how to prepare the Universal Import Template, fill in the required information, and import the data into AutoCount Accounting.
| Category | Description | File |
|---|---|---|
| AP | Accounts Payable related imports | Download  |
| AR | Accounts Receivable related imports | Download |
| General Maintenance | Master data and general maintenance imports | Download |
| GL | General Ledger related imports | Download |
| Purchase | Purchase transaction imports | Download |
| Sales | Sales transaction imports | Download |
| Stock | Stock and inventory related imports | Download |
How to Use the Template #
1. Download the ZIP File #
Download the Universal Import Template ZIP File provided b.
2. Extract the ZIP File #
Extract the downloaded ZIP file to access the included template and example files.
3. Prepare Your Data #
Open the relevant template and enter your data according to the column headers and format provided.
4. Refer to the Example #
If you are unsure how to fill in a particular field, refer to the example file included in the ZIP file.
5. Save the Completed File #
Save the completed Excel file before importing it into AutoCount Accounting.
6. Perform Universal Import #
Open AutoCount Accounting and proceed to the relevant Universal Import function to import the completed file.
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