Import or Export Chart of Accounts

Complete the following steps to import a Chart of Accounts (CoA).

Import CoA via .CSV File

1. Navigate to Menu > Finance > Chart of Accounts.
2. Click Import Chart of Accounts.

3. Browse to .CSV or .XLSX file.

Tip: Use the import template to ensure all required fields are filled out: Ensure the following required fields are included in the import file: Code, Name, Account Type, and Sub Type.

4. Click Import.

Import CoA via QuickBooks Online (QBO) Integration

See QuickBooks Online Integration article, Chart of Accounts section for more details.

Considerations:

• When a QBO integration is planned, the Chart of Accounts should be imported from QuickBooks to ensure Account Codes are correctly mapped.
• Once the Chart of Accounts is set up, ensure proper use in the Ordway Products, see Setup New Products.

 Export Chart of Accounts

1. Navigate to Menu > Finance > Chart of Accounts.
2. Click Export Chart of Accounts.
3. Complete the export fields for use in a spreadsheet. 

4. Click Export.