Errors importing a chart of accounts
Description

Here are the common errors you sometimes see when importing a chart of accounts. Select an error to view the solution.

Cause
Resolution
▼ Not a valid column heading

This indicates that the CSV file contains an invalid column heading.

The column headings must be in the following format:
Column A = NOMINAL CODE
Column B = LEDGER NAME
Column C = CONTROL ACCOUNT
Column D = CATEGORY
Column E = TAX RATE

To resolve this, you must ensure the column headings are correct and try the import again.

▼ Nominal code must be unique

This indicates there’s a duplicated a nominal code within the CSV file.

Check for duplicates in the CSV file and change the code in the indicated cell to a unique nominal code. Then try the import again.

▼ Not a number

Your data isn't using the number formatting.

To resolve this, change the format in the indicated cell and try the import again.

▼ Must be a valid category

One more ledger accounts don't have a valid category.

The categories must be one of the following:

  • SALES
  • OTHER_INCOME
  • DIRECT_EXPENSES
  • OVERHEADS
  • DEPRECIATION
  • CURRENT_ASSETS
  • FIXED_ASSETS
  • BANK
  • CURRENT_LIABILITY
  • FUTURE_LIABILITY
  • EQUITY

The category you choose determines where the ledger account appears in your management reports.

To resolve this, you must use a valid category in the indicated cell and try the import again.

▼ Nominal code already taken

This occurs when you’ve used a nominal code reserved for a control account. Add the required control account text to this or another ledger account.

To resolve this, either:

  • Change the nominal code used for this ledger account, or
  • Complete the Control Account column with the appropriate text

NOTE:

You can only import a chart of accounts if you haven't entered any transactions yet.

 

Steps to duplicate
Related Solutions

Import chart of accounts