Extend batch Operations to Chart Of Accounts

ideas
21

A “Batch Create” feature for the Chart of Accounts would be incredibly useful when you want to migrate your books from another accounting system. I work with a few companies that have over 250 accounts (government entities), and it would be quite annoying manually recreating all that, one-by-one, if we wanted to migrate them to Manager.

2 Likes
22

Please search the forum on this and you will find recent posts including mine where you should consider how this would work when enabling or not certain tabs such as inventory that create accounts in the Charts of Accounts or Control Accounts that do similar. This is not just a simple chart it is interdependent on many other parts and can thus not be implemented as you asked, but this has been explained in any case including some hacks to help setting up new businesses based on a clean version of an existing one.

1 Like
23

I had read through the forum to see the discussions on this, prior to posting. Believe me, I’m not trying to waste your time. I did want to add my name to the list of people requesting a feature like this, though.

Being able to batch edit the Chart of Accounts at any time would be strange, unnecessary, and dangerous. That part makes sense. What I am asking for, is an equivalent to what Quickbooks allows with a new, empty file. To be clear, this would be a one-time import of an account list with optional opening balances. After that, the feature would “disappear”, and you would not be able to use it anymore on that file.

24

While the process is different, that functionality is already available in Manager.

  • back up a business you want to have as a template
  • import the backup
  • batch delete data not part of the template
  • save the template with out history and with an appropriate name.
  • import the template when starting a new business as required
2 Likes
25

Thank you, this definitely helps when you have a standard chart of accounts across different companies, and have already set one up.

It doesn’t solve the issue of initially creating a chart of accounts if you are migrating your company from another accounting software, however. GNUCash has the ability to import your chart of accounts from a spreadsheet, as well as Quickbooks, though that might be the only good thing it does.

I guess we’ll have to live with manually entering a chart of accounts for now. Thank you for your replies.

26

I feel the pain. I get a few different sets of books a year and it never bothered me BUT his year I have what I call trigger happy clients meaning they will set up a different account for any thing so some of their chart of accounts is long and they expect to see their reports and tax returns reflect they data they give me fair enough too as they pay for it. but man its taking me for ever to input all the accounts and I still have a few to go.I to understand the problems involved but the delovlerpers have over come way worse than this. And it would only be mainly for sales and expenses balance sheet is fairly standard and fixed assets we can do all ready