Import accounts

  1. Go to the Chart of accounts (GL202500) window.
  2. Click .
  3. In the File upload dialog box, click Choose file.
  4. In the Open dialog box, browse for the file on your pc.
  5. Select a csv. or xlsx. file.
  6. Click Open.
  7. In the File upload dialog box, click Upload.
  8. Confirm the import settings.
  9. A window opens with more detailed information about the content that you are about to import. Confirm also this information.
    Once the file is imported, you will see the icon in the toolbar.

Related concepts

General ledger windows - overview

About account IDs

About multiple ledger support

About account types and classes

About denominated accounts

Related reports

General ledger reports - overview

Related tasks

Delete an account

Edit an account

Check the link between a cash account and a base account

View webhook notification via chart of accounts

Related windows

Chart of accounts (GL202500)

Ledgers (GL201500)

Account classes (GL202000)