What this does: Adds many general ledger accounts to your chart of accounts at once from a spreadsheet.
Applies to: GrowthZone Finance. You need staff access to billing settings.
Before you start: Prepare an .xlsx or .xls file with the column headers listed below.
Time needed: About 10 minutes.
Prepare your file
Use an .xlsx or .xls file. The first row must contain these column headers, spelled exactly as shown:
| Column | Required? |
|---|---|
| Name | Yes, if Number is empty |
| Number | Yes, if Name is empty |
| Description | No |
| Type | Yes. One of: Current Asset, Fixed Asset, Equity, Expense, Current Liability, Liability, Non Current Liability, Other Income, Revenue, Sale, Other Asset or Fund |
Import your accounts
- Go to Finance, Administrative section, click Billing 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.