Chart of Accounts

1

Sorry, I’m not sure if this topic been discussed earlier or not.

Is it possible to upload chart of account instead of adding line by line?

regards,

2

It has been discussed and it is not possible to upload a chart of accounts. However, if you search deeper you could note that if you have established a chart of accounts for a business in Manager then you could use that as a “template” for new businesses. This is done by:

  1. Create a new business,
  2. Enable functions in “Customize” (below tabs in left column). This is also one reason why you can not just upload a chart of accounts because depending on what you enable/disable the chart will change accordingly,
  3. Create the chart of accounts in settings, create control accounts and special accounts where needed.
  4. Create a backup without emails, history, etc, enabled
  5. That backup is the template and can be imported and renamed to the new business.
1 Like
3

thank you, it’s totally clear