Upload Chart of Accounts and Vendors

Modified on Thu, 18 Mar 2021 at 06:14 PM

User Level: Admin

Est. time of Setup: 5 Mins


Previous Step: Checklist                                                                    Next Step: Upload Invoices


Upload Chart of Accounts and Vendors

Note: You will need CSV downloads from Restaurant365 to complete this step.


After receiving your login information, you will need to login to dashboard.plateiq.com

On the top right, click the down arrow to access Settings.

Once in Settings, click Chart of Accounts on the left. Click the Add Account dropdown on the right.

Click Import Accounts.


Drag and drop or browse for your Chart of Accounts CSV from Restaurant365.

After uploading your file, you will need to specify which columns need to be mapped. Click Submit when finished.


 


Also in Settings, click Companies on the left. Click the Import Vendors next to your company name.

Drag and drop or browse for your Vendor CSV from Restaurant365.

After uploading your file, you will need to specify which columns need to be mapped. Click Submit when finished.

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