Currently, you cannot add new Types or Detail Types as they are hard-coded in the system. You must select the best fit for each account.
File requirements for import
The import file size limit is 2 MB or 1000 rows per import, but if your import file is larger, you can do multiple smaller imports.
The file to import must be in Excel or CSV format, and must have Account Type and Name fields. If you'd like, you can download our sample file.
You can import sub-accounts by using the parent account name, followed by a colon and by the sub-account name. (for example: parent:sub-account)
Account numbers should not be left blank and should not include decimal points.
All columns must have headings, even if the column is empty or has no data.
Import your Chart of Accounts
Select the Gear icon at the top, then Import Data.
Select Charts of Accounts.
On the Import Accounts page, select the Browse button.
Find the Excel file to import, then select Open.
Select Next to continue.
Map your data, then select Next. The next page shows the accounts that are ready to be imported. You'll be prompted with instructions if you're missing critical fields, such as Choose type or Choose detail type.
Adjust your data if necessary, then select Import.
Error messages and issues
You may get the message Error while reading the file. Format may be incorrect.
If this happens:
Make sure the headings in columns A-D are: Account Number, Account Name, Account Type, and Detail Type.
Every column has a heading . If not, entering headings should clear the error.
There should be no heading and column in the sheet for Description.