Accounting Imports

How to import fixed assets

Introduction Fixed assets should be imported accurately since the information such as cost and useful life may subsequently affect its monthly depreciation amount calculated by the system. Before you begin Before migrating your fixed assets into the system, you will need to complete the asset type settings. The asset type settings consist of the Chart […]

How to import bank statement

Introduction One of the basic feature of any accounting system is reconciliation of banking transaction against all transactions. Importing directly from your bank allows DashBod to then suggest transactions that matches your bank statements. Before you begin If you are using OCBC Business Banking, refer to this OCBC Bank Account Set Up article to enjoy […]

How to import data for trial balance

Introduction Importing opening balances is critical to your reporting as it brings the accumulated balance sheet figures from the previous year into the system to provide a complete set of company accounts. Additionally, importing opening balances into the system is crucial and more efficient when the company has a sizable chart of accounts to be […]

How to import customer master data

Introduction Before you can start using Dashbod’s customer sales management features such as invoicing them or creating credit notes, you must first create your customer database in Dashbod. This article covers how to import customer data in bulk, click here if you want to create a single customer. Before you begin Identify your customer’s basic data […]

How to import supplier/vendor master data

Introduction Before you can start using Dashbod to issue Invoices, Purchase Orders or Request for Quotation, you need to input the supplier’s or vendor’s data. This article covers how you can do so in bulk. Before you begin You need to have access to your current depository of suppliers whether in another accounting system or […]

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