How to upload your chart of accounts from a CSV

To upload your chart of accounts from a CSV file:

1. Click Settings

2. Click Chart of Accounts

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

4. Click Download CSV template

5. Replace the example content in the CSV template with your required Account Names and Account IDs and save the file as a CSV

6. Upload your file by clicking Select your file and selecting the CSV from your files or by dragging and dropping the CSV

7. Click Finish once the file has uploaded

The upload is now complete and your chart of accounts will automatically populate in the Select Accounting code drop-down.