How to Import Your Chart of Accounts

When you initially go live you will need to import your chart of accounts. Here's how:

1. Create a spreadsheet with your chart of accounts. The required columns are Account Name and External Key. The file needs to be in either a CSV or XLS type.
2. Navigate to Admin> APIs and More> Data Import.
3. Select Chart of Accounts from the data import type dropdown.
4. Click “Choose File” to select your spreadsheet. Click “Import File”.
5. Click the “Validate” Button first. If you are using the old version of the data import this button may say “Update” instead.
6. Once the data is validated click import.
7. Navigate to Accounting> Chart/Ledger> Account List to see your new chart of accounts.