Adding your VAT codes help 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 VAT codes import in the same place for both options:
Head to the Accounting Export tab
Open your Accounting Settings
Go to Accounting Fields
Click VAT Codes
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:
Name
Code
Rate
Fill in your accounts:
Name = Type of VAT
Code = your own reference
Rate = rate of VAT
Save the file as .csv.
Hit next and upload your VAT codes 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 VAT codes are imported, you can easily assign the correct account to each expense from your Accounting Export tab.
