Import Chart of Accounts

Import Chart of Accounts

1. On the Dashboard, locate and click on the "+" icon, as shown in the image below. A pop-up window will appear. 
   
   
   
   
2. From the pop-up menu, select the "Imports" option.
    
   
   
   
3. In the list of options, choose "Chart of Accounts", as illustrated in the image below. .
   
   
4. You will be redirected to a page where you can download a sample .csv file and an instruction file . Ensure that the data in your file follows the conventions provided in the sample file.
   
   
5. Once you've prepared your chart of accounts list file according to the conventions, click on the "Browse" option on the same page to select and upload your .csv file. 
   
   
6. After selecting the file, click on the "Next" button. The structure of the file will be displayed, allowing you to match the fields with the system requirements. If the information in the file is appropriate and matches the requirements, the status of the fields will be checked, and you can click on the "Next" option to proceed.
   
   Note: If the information does not match the requirements, the status will be unchecked, and the "Next" option will be disabled. 
   
   
7. On successfully matching the import document, you will be redirected to the import screen. Here, you can click on the "Import" button to complete the import process.
   
   Note: If any field in the import file is incorrect, it will be highlighted in red, and you won't be able to proceed with the import. In such cases, you will need to make changes in the .CSV file and restart the process from Step 5.  
   
   
8. By following these steps, you can efficiently import chart of accounts data into your system, ensuring data accuracy and consistency.