Chart of Accounts Importer
Chart of Accounts Importer
When a new company is created in OneHash CRM, the Chart of Accounts is created by default with a pre-set structure. However, if you have your Chart of Accounts, you can import it using the Chart of Accounts Importer.
It allows you to create your Chart of Accounts according to your requirement and import it into the system.
Any existing Chart Of Accounts against that company will be overwritten. Ensure the company you are selecting doesn't have any pre-existing transactions; otherwise, you'll receive a validation error.
To access, go to:
Home > Accounting > Chart of Accounts Importer
How to Import a Chart of Accounts?
Select the Company for which you want to import the Chart of Accounts.
Click on the "Download Template" button on the top right corner to download the template. The template you have downloaded will look as follows:
After downloading the template, fill in the details as shown in the screenshot below. Please make sure to make accounts for account types "Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment".
Root types for these accounts must be Asset, Liability, Income, Expense, and Equity.
To know more about "Account Types" and "Root Types"
click here
.
Click on "Attach" to upload the template.
After the template is uploaded, you'll be able to see the preview of the Chart of Accounts in the Chart Preview section.
If everything seems correct in the preview, click on "Start Import" in the top right corner, and the accounts will be created.
To verify the created accounts, you can go to the Chart of Accounts and see the newly created accounts for that company.
When a new company is created in OneHash CRM, the Chart of Accounts is created by default with a pre-set structure. However, if you have your Chart of Accounts, you can import it using the Chart of Accounts Importer.
It allows you to create your Chart of Accounts according to your requirement and import it into the system.
Any existing Chart Of Accounts against that company will be overwritten. Ensure the company you are selecting doesn't have any pre-existing transactions; otherwise, you'll receive a validation error.
To access, go to:
Home > Accounting > Chart of Accounts Importer
How to Import a Chart of Accounts?
Select the Company for which you want to import the Chart of Accounts.
Click on the "Download Template" button on the top right corner to download the template. The template you have downloaded will look as follows:
After downloading the template, fill in the details as shown in the screenshot below. Please make sure to make accounts for account types "Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment".
Root types for these accounts must be Asset, Liability, Income, Expense, and Equity.
To know more about "Account Types" and "Root Types"
click here
.Click on "Attach" to upload the template.
After the template is uploaded, you'll be able to see the preview of the Chart of Accounts in the Chart Preview section.
If everything seems correct in the preview, click on "Start Import" in the top right corner, and the accounts will be created.
To verify the created accounts, you can go to the Chart of Accounts and see the newly created accounts for that company.
Updated on: 01/04/2023
Thank you!