Set up section

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

2nd Step: Click “…” button for choose excel file which fills Customer information

3rd Step: Click Import Button for input data into Smartbooks

Noted: Do not change sheet name in import excel file (From Template File)