Link Chart of Accounts to Xero
If youโre using Xero, follow the steps below to link your chart of accounts
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- Click on
Chart of Accounts
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- Click
Link Accounts
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- Enter your credentials for Xero and select the company you want to link
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- Click
Get Accounts
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- Your accounts are added
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Upload chart of accounts using CSV
If you are not using Xero currently, you can always upload your chart accounts using a CSV.
- Click on
Chart of Accounts
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- Click
Upload CSV
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- Download the chart of accounts from your accounting system.
- Structure the columns in Code, Name and Type and save the file in CSV. If you do not use a Code, then you can simply just number it 1 through to 20 or 30 depending on how many accounts you have.
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- Here is an example of a Chart of Accounts saved in CSV format.
- Your accounts are added.
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