How do I import my chart of accounts from a CSV?
Date:2023-01-07
1. Ensure you have your chart of accounts saved in an appropriate CSV format.
2. Log into your accounting software solution, such as QuickBooks, and open the 'Chart of Accounts' window.
3. Select the 'More' menu.
4. Select the 'Import' option.
5. Locate and select the CSV file containing your chart of accounts.
6. Follow the on-screen instructions to map the CSV data to the appropriate fields in the accounting program.
7. Confirm the information is mapped correctly, and click 'Import' to finish the process.
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