Import a Chart of Accounts

Overview: This article will walk you through the steps of how to import your Chart of Accounts

Step 1. Start on the Dashboard page and select MISCELLANEOUS and Import Data.

Step 2. This will open the Start Import Data Steps. Select Import Chart of Accounts List from the drop down. 

Step 3. Select the Chart of Accounts that you have saved on your computer under Choose File.

Step 4. Select Next.

Step 5. Map the Data by choosing the corresponding Column of your spreadsheet to match Account Number and Account Name and select Next. 

Step 6. Review the imported data and select the Account Category that goes with each Account Name. Select the Check Box to the left of the Account Number to Import the Chart of Accounts you want from your spreadsheet. Step 7. Select Import Data

Please note: once you import the data, you will not be able to undo your import.