GL Accounts Import Template

Administrators can import GL accounts using the attached template. The GL Accounts Import Template includes the GL Name*, GL Code*, Description, and account code fields. Required fields have asterisks (*) next to their names.

 Note: If you have defined your GL Accounts, you must ensure that the column headers and number of columns match what you have defined in Administration>Lists>GL Accounts.

How To Import GL Accounts:

1. Open Administration>Lists>GL Accounts.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, click Choose a file to select a file from your computer.
4. Select the Destination field for each Source column. If you are using the GL Accounts Import Template (recommended), the source and destination fields should match.
5. Click Create.