Accounting
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      How to Import a Chart of Accounts

      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. 

      Screen Shot 2023-10-04 at 11.56.01 AM2.  Select Import. 

      Screen Shot 2023-10-04 at 11.56.47 AM3.  From the Add GL Codes window, select Download Example CSV. 

      Screen Shot 2023-10-04 at 11.57.28 AM4.  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.  

      Screen Shot 2023-10-04 at 11.59.15 AM5.  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 2023-10-04 at 12.00.53 PM6.  With your GL Code file listed, select Import. 

      Screen_Shot_2022-09-13_at_11.32.56_AM.png

      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