Importing COA
Importing COA
To import a chart of accounts:
SelectTools > Data Import. If you are using universal navigation, click Settings > General > Data Import.
Select Chart of Accounts in the Data Type field.
Download the Excel import template and open the spreadsheet.
Enter the following information, and save the spreadsheet:
Description: Enter a description/title for the chart number.
Report Type: Balance sheet or income statement.
Normal Balance Type: Debit or credit.
Chart Number: Enter the chart number based on the specified format (Ex: 10-1010-00).
Reserve: Yes or No.
NOTE: The Reserve column should only be listed as Yes if using reserve accounting.
On the Data Import screen, browse to and select the completed Excel spreadsheet.
Search for and select the association to which to import the chart of accounts.
Click Import.