Skip to main content

How to upload your chart of accounts from a CSV

  • Updated



This article shows you how to quickly upload your chart of accounts into Weel using a CSV file, so your accounts automatically populate in the Select Accounting code drop-down. 

Before you start

  • You’ll need Admin access to upload or modify the chart of accounts.

  • Ensure your CSV file follows the template provided to avoid upload errors.

To upload your chart of accounts:

  1. Click Settings in the Weel sidebar.

  2. Click Chart of Accounts from the Settings menu.

  3. Click Import Accounts in the top-right corner.

  4. Click Download CSV template to get the standard format.

  5. Replace the example content in the template with your required Account Names and Account IDs.

  6. Save the file as a CSV.

  7. Click Select your file and choose your CSV, or drag and drop the CSV into the upload area.

  8. Click Finish once the file has uploaded successfully.


Your chart of accounts is now uploaded. All accounts will automatically appear in the Select Accounting code drop-down when creating transactions. Double-check that all Account Names and IDs match your accounting system to avoid mismatches.