Set up section
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Last updated
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Creating a customer list, including customer ID, customer name. There are 3 main contents:
Customer information: Key in address, tax code.
Default: Choose currency, the exchange rate (if any), AR account, sales account, Prepayment account, payment term, tax rate.
Other information: Key in Card No , Card Handler Name , Card Type
Other options:
Export Excel: Export Customer list to excel file.
Import: Register Customer List from excel file
1st Step: Click checkbox >> Smartbooks will show path box and button for import
User can get Excel template: click Template Button
Noted: Do not change sheet name in import excel file (From Template File)
2nd Step: Click “…” button for choose excel file which fills Customer information
3rd Step: Click Import Button for input data into Smartbooks
