CAUTION: You should not import account Banks through the import function. Use Add Bank function instead to add the bank account.
- Find the Import Chart of Account button at Chart of Account page.
- Click the button to make a pop up modal appears.
- You can download the Excel template file from the modal.
- Populate the template file with all your accounts from previous accounting software or record excluding the bank accounts.
- Select the appropriate Account Type from dropdown list in the cell.
- Select the template file to import and click Upload.