Importing: Chart of Accounts

This table displays an explanation for each of the fields available when importing accounts and account information for the Chart of Accounts.

Field Name Required? Key Field? Maximum length Description Accepted Values Additional Information
Name* Yes Yes 250 characters The name of this Account Any - Exact match with existing Account name required when updating.
- If using account numbers, exact match with account number when updating
Active? No No N/A Account is active or inactive Active Inactive Exact match with one of the accepted values. All records automatically set to Active when created. Records cannot be set to Inactive in the same import.
Account Number No Yes 40 characters The Account number Any Exact match with desired Account's account number
Type* Yes No N/A Type of records that should be coded to this account - Unspecified - AccountsPayable - AccountsReceivable - Bank - CostofGoodsSold - CreditCard - Equity - Expense - FixedAsset - Income - LongTermLiability - OtherAsset - OtherCurrentAsset - OtherCurrentLiability - OtherExpense - OtherIncome - NonPosting Exact match with one of the expected values
Description No No 4000 characters The description of this Account Any N/A
Parent Name No No 100 characters The Name of the Parent to this Account Any N/A
Parent Account Number No No 40 characters The Account Number of the Parent to this Account Any N/A
1099 Category No No 100 characters The 1099 Category of this Account Any N/A