Skip to main content

How to upload your chart of accounts from a CSV

  • Updated

Upload your chart of accounts from a CSV so your accounts appear in the Select Accounting code drop-down when coding transactions.

Before you start

  • CSV upload only works if your business runs a manual chart of accounts, not connected to an accounting integration (Xero, MYOB, QuickBooks, NetSuite, or Business Central). This setup is common and fully supported, not a fallback. If you're connected to one of those integrations, manage your chart of accounts through it instead; CSV upload isn't available in that case, and this is enforced account-wide, not just hidden in the interface.
  • You need Admin or Accountant access to upload or modify the chart of accounts.
  • Your CSV must match the template exactly: two columns only, Account_ID and Account_Name.

To upload your chart of accounts:

  1. Click Settings, then select the Chart of Accounts tab.
  2. Click Import Accounts in the top right. If you've uploaded a chart of accounts here before, this button reads Re-import Accounts instead and opens the same screen.
  3. In the Import Chart of Accounts panel, click Download our CSV template here to get the standard format.
  4. Replace the example rows with your own Account_ID and Account_Name values, keep the two-column format, and save the file as a CSV.
  5. Drag and drop your CSV into the upload area, or click choose a file to select it. The upload starts automatically; there's no separate submit step.
    • If the file isn't a CSV or doesn't match the template, you'll see "File must be a CSV and match our template". Fix the file and try again.
  6. Once you see "File uploaded successfully," click Finish to close the panel. Your chart of accounts has already uploaded by this point; Finish just closes the screen.

What happens next

Your accounts now appear in the Select Accounting code drop-down when mapping categories or coding transactions, so double-check that your Account IDs and Account Names match your accounting system to avoid mismatches. To update your chart of accounts later, repeat these steps; the button will read Re-import Accounts.

Related Articles