The Goal: Add multiple general ledger accounts to GrowthZone at once by importing a spreadsheet into your Chart of Accounts.
Before You Begin:
- You need billing/finance setup permissions to access your Chart of Accounts.
- Prepare an .xlsx or .xls file. The first row MUST contain these column headers:
- Name: Required if Number is not populated
- Number: Required if Name is not populated
- Description: Optional
- Type: Type Must be Current Asset, Fixed Asset, Equity, Expense, Current Liability, Liability, Non Current Liability, Other Income, Revenue, Sale, Other Asset or Fund
Microlearning Overview
Step-by-Step Instructions
- Go to Finance, Billing section, click Settings and select Chart of Accounts. A list of the accounts currently configured in your system will be displayed.
- Click the arrow on the Add button.
- Click the Import Accounts button.
- Click Choose File and navigate to your file.
- Click Done.
Common Pitfalls
- Missing or misspelled column headers: The import will fail if the first row does not include the exact headers (Name, Number, Description, Type) or if a Type value is not one of the accepted account types listed above. Verify your spreadsheet headers and Type values before importing.