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How to upload individual accounting codes

  • Updated

If your business doesn't use an accounting integration, you can manage your accounting codes yourself in the Weel web app. Add a new code, fix a code's number or name, or remove one you no longer use, without re-uploading your whole chart of accounts. New to this? Start with How to map your chart of accounts.

Before you start

You will need:

  • Owner, Admin or Accountant access, or a custom role with Configure all settings turned on
  • A manual chart of accounts. Your business mustn't be connected to Xero, MYOB AccountRight, QuickBooks, NetSuite or Business Central.

If you're connected to an accounting integration, your codes sync from your accounting software, so make any changes there instead.

Steps

To add an accounting code:

  1. Go to Settings > Chart of Accounts.
  2. Click Manage accounting codes in the top right.
  3. In the Accounting codes panel, click Add accounting code. If you don't have any codes yet, click accounting code in or add your first accounting code.
  4. Enter the Code and Name exactly as they appear in your accounting systems.
  5. Click Save.

To edit an accounting code:

  1. In the Accounting codes panel, find the code. You can use Search code or name to find it quickly.
  2. Open the menu at the end of the code's row and select Edit.
  3. Update the Code or Name, then click Save.

To delete an accounting code:

  1. In the Accounting codes panel, open the menu at the end of the code's row and select Delete.
  2. Check the message in Delete code?. It tells you which categories, if any, are mapped to the code.
  3. Click Delete code.

What happens next

New and updated codes are available straight away in the Accounting Code drop-down on your Chart of Accounts page. To start using a new code, map it to a category. The Mapped to category in Weel column shows which categories use each code.

Important: If you delete a code that's mapped to a category, nothing in that category will export until you map the category to another accounting code. The category itself isn't deleted.

Things to remember

  • Each code must be unique — if you enter a code that already exists, Weel tells you which code is using it and won't let you save.
  • Match your accounting software exactly — Weel can't check codes against your accounting system, and a mismatch can cause errors when you export.
  • Deleting can't be undone — to bring a code back, add it again and remap any categories that used it.
  • Changing lots of codes at once? Use Upload a CSV in the same panel to add and update codes in bulk, or to replace your whole list.

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