Import Account Sheet Rows
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 sorted alphabetically by account code (adjusts for tree or flat structure).
Last Published Thursday, December 14, 2023