Hello, I am settings up manager for many clients (upwards of 30) and importing 300 accounts for 30 clients is simply not possible. Has an import feature bean created since this topic was last discussed 8 years ago?
Chart of accounts import this is the only forum entry i was able to find and it is very old.
I’m also having hard time on this now considering that the default chart of accounts now needs you to build it from scratch.
@Tony, after they follow your advise they need to create one good example business. After that they can use the REPLICATOR extension, see screenshot. They just select what they want to replicate and select the good example business for example to replicate from.
Screenshot replaced with correct one thank you @Mabaega for noticing.
Hello @eko your reply was unclear. Please clarify.
But will this allow us to set our own accounts?
kindky check your screenshot
Thank you Tony, much appreciated.
Can i just say that @Khurram_Shahzad was extremely helpful and this is now possible. He created an extension that does just this. Kudos to him @Ludos you should definitely include this in your documentation for the software. 1200 accounts in 10seconds.