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Importing Chart Of Accounts

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
- Exact match with desired Account's name (for updating)
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 No 40 characters Account number   Key field
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).

 

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