Import GL Accounts

• Navigate to Settings > Accounting > GL Accounts > Import tab.
• Click Choose File
• Click Import

A results window will pop-up to indicate the number of records imported successfully.

GL Account Import Requirements

• Column header names must follow the exact same naming scheme as provided in the file below or the import upload will fail.

• Blank rows are considered empty and skipped by the importer.

• Overwrites are not performed on previously existing GL accounts but instead a duplicate record is created.

• It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.