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
|- 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
|Exact match with one of the expected values|
Requires an exact match with the desired Account's name (for updating).