You can import additional accounts using a .csv file. This is a useful way to add multiple accounts at once, rather than adding them individually to your chart of accounts (COA).
📌TIP: You can also use an import template to amend multiple existing accounts. For example, to change the name of multiple accounts.
Click Import.
Under the first step on this page, download and populate one of the two CSV file templates provided.
CoA Empty Template
CoA Complete Template
📌TIP: Underneath the templates are the rules for importing.
Review the changes. The page will show accounts will be included in the import, and which will be excluded.
If there are no new accounts, you can Save and finish.
If there are new accounts, click Next so you can classify the new accounts.
On the Classify new accounts page, drag and drop the account to the relevant Class.
Click Next.
Review the list of accounts.
Click Save and finish.