The following is an explanation of each of the fields you can provide when importing Chart of Accounts.
Field Name | Required? | Maximum | Description | Accepted | Additional Information |
Name* | Yes | 250 characters | The name of this Account |
- Key field To update existing: - Exact match with desired Account's name - If using account numbers, exact match with account number |
|
Active? | No | n/a | Account is active or inactive | - Active - Inactive |
- Exact match with one of the accepted values. - All records automatically set to Active when created (they can't be set to inactive in the same import) |
Account Number | No | 40 characters | Account number |
- Key field To update existing: - Exact match with desired Account's account number |
|
Type* | Yes | n/a | Type of records that should be coded to this account | - Unspecified - AccountsPayable - AccountsReceivable - Bank - CostofGoodsSold - CreditCard - Equity - Expense - FixedAsset - Income - LongTermLiability - OtherAsset - OtherCurrentAsset - OtherCurrentLiability - OtherExpense - OtherIncome - NonPosting |
Exact match with one of the expected values |
*Requires an exact match with the desired Account's name (for updating).