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Import Chart of Accounts

Updated

If you need to add multiple accounts to GrowthZone, this can be done by importing a spreadsheet. The spreadsheet must be an .xlsx or .xls file and 'MUST have these column headers on the first row:

 

  • 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

 

  1. Click Setup in the Navigation panel.
  2. Click Chart of Accounts in the Finance section. A list to the accounts currently configured in your system will be displayed.

  3. Click the arrow on the Add button
  4. Click  Import Accounts button

  5. Click Choose File and navigate to your file
  6. Click Done.

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