Import accounts

1. Go to the Chart of accounts (GL202500) window.
2. Click .
3. In the File upload dialog box, click Choose file.
4. In the Open dialog box, browse for the file on your pc.
5. Select a csv. or xlsx. file.
6. Click Open.
7. In the File upload dialog box, click Upload.
8. Confirm the import settings.
9. A window opens with more detailed information about the content that you are about to import. Confirm also this information. Once the file is imported, you will see the icon in the toolbar.

Related pages

Concepts

• General ledger windows - overview
• About account IDs
• About multiple ledger support
• About account types and classes
• About denominated accounts

Tasks

• Delete an account
• Edit an account
• Check the link between a cash account and a base account
• View webhook notification via chart of accounts

Windows

• Chart of accounts (GL202500)
• Ledgers (GL201500)
• Account classes (GL202000)