Adding your Chart of Accounts keeps your spend organised and reporting clean. It also makes reconciliations faster, and month-end way less painful. You can import your accounts in two ways: CSV upload (recommended) or manual entry.
Before you start, you’ll find the Chart of Accounts import in the same place for both options:
Head to the Accounting Export tab
Open your Accounting Settings
Go to Required for Export
Click Chart of Accounts
Option 1: CSV import (recommended)
Best if you have lots of accounts and want a faster upload.
Select upload CSV.
Download the CSV template.
The template will have these two columns only:
ID
Name
Fill in your accounts:
ID = a number
Name = name of charts of account
Save the file as .csv.
Hit next and upload your chart of accounts by either dragging and dropping or by browsing your files.
Rules to remember
A row without a Name will be ignored.
A row without an ID but with a Name will still import.
Option 2: Manual import
Best if you only have a few accounts to add.
Select Manual import
Click Add account.
Enter:
ID (a number)
Name (the account name)
Click Save.
Repeat for the rest.
Once your Chart of Accounts is imported, you can easily assign the correct account to each expense from your Accounting Export tab.
