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How to import a chart of accounts

  • Updated

In this article we will provide you the steps on how to import a chart of accounts all at once.

1.  From the Admin Portal, select Accounting and then General Ledger Codes. 

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2.  Select Import. 

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3.  From the Add GL Codes window, select Download Example CSV. 

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4.  With the Example CSV document open you will see Column A is used for the GL Code and Column B is for the Description.  Delete the example items and enter your courses GL Codes and Descriptions.  When complete save the CSV file to your computer.  

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5.  From the Add GL Codes window click Select a File.  Now find and select the CSV file that you saved to your computer.Screen_Shot_2022-09-13_at_11.34.28_AM.png

6.  With your GL Code file listed, selectImport. 

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If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032

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