Bookkeeping

How to import sales record to your account on the Tyms Book web application

Updated 7 months ago by Praise Arannilewa

Help Center Bookkeeping How to import sales record to your account on the Tyms Book web application



Sales represent the revenue generated from selling products or providing services. They can be added manually or imported from a spreadsheet document, which is particularly useful for recording bulk sales details. Importing sales directly reduces the time required to create records and enhances consistency by minimizing the risk of human error.

Below is a brief guide on how to import sales to your record.

Steps in importing sales to your record:

  1. Begin by logging into your Tyms Book account https://mybook.tyms.africa/auth/login 

  2. Click on the "Sales" page and select "Sales".

  3. Select the “Import” button and a modal will be opened up to you.

  4. Click on “Browse file” to select the document you want to import data from.

  5. Ensure that the file is in either xls, xlsx, or csv format and does not exceed 3MB in size.

  6. Also ensure that your document table contains the date (transaction date in yyyy-mm-dd format), item (transaction title or description), amount (total amount or price), category (from your charts of account), and flow (in or out) i.e in for sales and out for expenses.

  7. Continue and ensure the data that you are about to import is valid.

Click on the “Import record” button and all details from the document will be populated on your Sales Record page.

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Tyms accounting and finance automation software is suitable for any industry irrespective of your mode of financial operation.