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Migrating Data From DealPOS Accounting to DealPOS Books

Migration Guide to migrate your accounting.dealpos.app data to new books.dealpos.app

Giovan avatar
Written by Giovan
Updated yesterday

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

books.dealpos.app

Login using your Username and Password.

books login

Step 2. Check Your Chart of Account (COA)

Chart of Account menu

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

Migrate Chart of Account

No. 2: Migrate COA Configuration

Migrate Chart of Account Configuration

No. 3: Migrate COA Category

Migrate Chart of Account Category

No. 4: Migrate COA Outlet Account

Migrate this if you have more than one outlet and every outlet have different COA configuration.

Migrate Outlet Account

No. 5: Migrate Payment Account

Migrate Payment Account

No. 6. Migrate Write-Off Outlet

Migrate Write-Off Outlet

No. 7: Migrate Tax Account

Migrate Tax Account

No. 8: Migrate Expense Account

Migrate Expense Account

No. 9: Migrate Manual Journals

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.

Dealpos accounting

And if we check on the Books.dealpos.app, COA is showing 0 entries.

dealpos accounting

Then we can do the migration. Go to Migrate, then select Chart of Account and Migrate.

COA Migrate
migrate success

We have successfully migrate COA from Accounting to Books.

books coa


[Tutorial Video] Migrating Data From DealPOS Accounting to DealPOS Books


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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).

dealpos-trial-indonesia
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