Import Chart of Accounts

Summary

How to import a Chart of Accounts in Sage Accounting.

Description

You can import your Chart of Accounts into Sage Accounting to save time.

Resolution

Step 1: Prepare your import file

The column headings must match the format in this table:


Column  Column HeadingNotes
ANOMINAL CODEUp to 8 numbers
BLEDGER NAMEMax length 200 characters
CCONTROL ACCOUNTControl account name

 TIP: To create a bank account, you can select the control accounts of either BANK_CURRENT or BANK_CASH with the category as BANK.

DCATEGORYUse one of the following categories

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

Use one of the following tax rates:

  • Standard
  • Lower
  • Zero
  • Exempt
  • No VAT
  • Standard
  • Lower 1
  • Lower 2
  • Zero
  • Exempt
  • No VAT


 NOTE: Save your Excel file type as a comma-separated value (CSV).

Step 2: Import the chart of accounts file

  1. From Settings, select Chart of Accounts.
  2. From the New Ledger Account drop-down arrow, select Import Accounts.
  3. Select the Upload Data File link.
  4. Browse to your CSV file and then select Open.
  5. Select OK.


Solution Properties

Solution ID
240228194231360
Last Modified Date
Mon Apr 22 09:18:51 UTC 2024
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