How do I import a chart of accounts?
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Importing a chart of accounts saves you from having to create accounts manually. This is how you proceed:
Preparation in Excel
Prepare the chart of accounts in Excel. Create three columns in your Excel document and save the Excel document as a .csv file. (Comma Separated Values):
- Column 1 for the account number
- Column 2 for the account description
- Column 3 for the account type
- 1 = Asset account
- 2 = Liabilities account
- 3 = Expense account
- 4 = Income account
Open Import Editor
Open the chart of accounts window in timeSensor LEGAL. You will find this window in the Special area under Accounting. In the Tools menu, select the Import Chart of Accounts command.
Import data from the CSV document
Click Import and configure the import to match your data:
- Select Import Table as the destination of the import
- Select the encoding so that umlauts are displayed correctly
- Assign the columns to the fields of the import table as shown.
Add data to the chart of accounts
The imported data will now appear in the Import Editor. Make sure the data is correct and then click Next to complete the import. The accounts are now added to the chart of accounts.
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