Importing Historical Sales

Import previous sales data from CSV or Excel files to populate your reports.

Go to Reports > Summary and click Import Sales.
Upload your CSV or Excel file (first row = headers).
Map Columns — Match columns like Date, Product Name, Quantity, Net Sales, etc.
Preview — Review product matching, net quantities (after refunds), and totals.
Options — Choose whether to also deduct inventory or create accounting journal entries (both off by default).
Execute — Import the sales.

Product Matching — Products are matched by name (case-insensitive). Unmatched items are still imported for reporting.
Net Calculations — If your file has "Items Sold" and "Items Refunded" columns, the system calculates net quantity automatically.
Duplicate Detection — The file is hashed to prevent importing the same file twice.
Revert — Go to Import History to revert any import, which deletes all imported sales and reverses inventory/journal changes.

Imported sales are marked with an "Imported" badge in the Receipts report.