Chart of Accounts - Import new accounts from csv
Please give the option to import a list of new accounts to add to the existing Chart of Accounts.
We have created a new department with a couple dozen new accounts.
I'd like to be able to upload from a csv file rather than entering one by one manually since I already have the listed in a spreadsheet.
Currently, the only option is to reimport the entire Chart of Accounts with the new accounts added to the list. To me that is an unnecessary risk of overwriting hundreds of existing accounts.
Ruth Ross
shared this idea
Appreciate your interest in this idea, team. I want to confirm that it's possible to import multiple new accounts to your existing chart of accounts through the use of a CSV import.
You'll want to export your existing chart of accounts, where you can add the new ones to the sheet. Save this as CSV, then re-import to your organisation - We have information on importing to your chart of accounts here, and you can test in the demo company if you'd like to try this out and view the results first.
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Sarah Johnson
commented
Ability for advisors to add multiple new chart codes simultaneously - example setting up the current and non current portions of an equipment loan requiring 4 accounts when splitting repayments / unexpired interest.