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Import Chart of Accounts

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Summary

How to import a Chart of Accounts in Sage Accounting.

Description

You can import your Chart of Accounts into Sage Accounting to save time.

Resolution

Step 1: Prepare your import file

The column headings must match the format in this table:


Column  Column HeadingNotes
ANOMINAL CODEUp to 8 numbers
BLEDGER NAMEMax length 200 characters
CCONTROL ACCOUNTControl account name

 TIP: To create a bank account, you can select the control accounts of either BANK_CURRENT or BANK_CASH with the category as BANK.

DCATEGORYUse one of the following categories

  • SALES
  • OTHER_INCOME
  • DIRECT_EXPENSES
  • OVERHEADS
  • DEPRECIATION
  • CURRENT_ASSETS
  • FIXED_ASSETS
  • BANK
  • CURRENT_LIABILITY
  • FUTURE_LIABILITY
  • EQUITY
ETAX RATE

Use one of the following tax rates:

  • Standard
  • Lower
  • Zero
  • Exempt
  • No VAT
  • Standard
  • Lower 1
  • Lower 2
  • Zero
  • Exempt
  • No VAT


 NOTE: Save your Excel file type as a comma-separated value (CSV).

Step 2: Import the chart of accounts file

  1. From Settings, select Chart of Accounts.
  2. From the New Ledger Account drop-down arrow, select Import Accounts.
  3. Select the Upload Data File link.
  4. Browse to your CSV file and then select Open.
  5. Select OK.