Import account sheet rows
Step 1: Export template
|
a
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Open the accounts sheet. |
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b
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Click the Export button and choose Account Codes. |
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c
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In the File Download window, click Save. Enter a file name, browse to where you want to save the file, and click Save. |
Step 2: Edit Template in Excel
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a
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Open the CSV file you just exported. |
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b
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If the accounts sheet already contains rows, they will be listed. Note the format and structure. |
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c
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Delete any existing rows. |
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d
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Enter new account codes into the columns and save the file. |
Step 3: Import the CSV file
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a
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On the Account Sheet toolbar, click Import and choose Account Codes. |
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b
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In the Upload window, browse to and add the CSV file. |
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c
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Click OK. After the import, the accounts sheet will show the new rows. Rows are automatically alphabetically by account code (adjusts for tree or flat structure). |
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