If you're an existing customer who has previously used our Accounting.dealpos app, you can easily migrate your accounting data to our new application called Books. Books is the replacement for our previous accounting app. Here's how you can migrate your data:
I. How to Migrate
Step 1. Go to Books.dealpos.app and Login Using Your DealPOS account
Login using your Username and Password.
Step 2. Check Your Chart of Account (COA)
Step 3. Go to Migrate Menu and Start Migrating
To Migrate, you can select the menu and press on "Migrate" button that located on the top right corner.
No. 1: Migrate Chart of Account
No. 2: Migrate COA Configuration
No. 3: Migrate COA Category
No. 4: Migrate COA Outlet Account
Migrate this if you have more than one outlet and every outlet have different COA configuration.
No. 5: Migrate Payment Account
No. 6. Migrate Write-Off Outlet
No. 7: Migrate Tax Account
No. 8: Migrate Expense Account
No. 9: Migrate Manual Journals
This migration is used to transfer your accounting settings to our new application. So when you switch from the previous Accounting app to the new Books app, you won’t need to reconfigure your Chart of Accounts (COA).
II. Migrate Result
If we check in the image below, in DealPOS Accounting. There is 69 COA, and we want to migrate that COA to Books.dealpos.app.
And if we check on the Books.dealpos.app, COA is showing 0 entries.
Then we can do the migration. Go to Migrate, then select Chart of Account and Migrate.
We have successfully migrate COA from Accounting to Books.
[Tutorial Video] Migrating Data From DealPOS Accounting to DealPOS Books
Related Articles:
Register to our Books app: Click here to learn how to register to our books app.
Learn how to create new Users in your DealPOS: Here.
Learn about DealPOS users roles: Here.
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).