Importing chart of accounts

To import chart of accounts complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on “Lists” in the left menu
  3. Click on "Chart of Accounts" in the left menu
  4. Click the “Import” button at the top of the chart of accounts page
  5. Select file that includes list of accounts (file must be in CSV format)
  6. Click on the "Upload" button
  7. If file includes a header row click on the checkbox next to "Header Row?"
  8. Ensure file columns are mapped to proper fields and make any changes by clicking on the dropdown field above the column and selecting the correct field
  9. Click on the "Finish" button

Supported columns are:

Chart_of_Accounts.png

Chart of accounts import template file: