CAUTION: You should not import account Banks through the import function. Use Add Bank function instead to add the bank account.

  1. Find the Import Chart of Account button at Chart of Account page.
  2. Click the button to make a pop up modal appears.
  3. You can download the Excel template file from the modal.
  4. Populate the template file with all your accounts from previous accounting software or record excluding the bank accounts.
  5. Select the appropriate Account Type from dropdown list in the cell.
  6. Select the template file to import and click Upload.