Step 1: Export template
- Open the accounts sheet.
- Click the Export button and choose Account Codes.
- 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
- Open the CSV file you just exported.
- If the accounts sheet already contains rows, they will be listed. Note the format and structure.
- Delete any existing rows.
- Enter new account codes into the columns and save the file.
Step 3: Import the CSV file
- On the Account Sheet toolbar, click Import and choose Account Codes.
- In the Upload window, browse to and add the CSV file.
- 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).