MYOB Ledger only There are three ways to import a Chart of Accounts: - Creating a new AE/AO Ledger
- Importing via cashbook
- Importing via Mange client file import.
You can create a ledger using a number of pre-determined account charts or you can select to have a blank chart and subsequently import the required account codes. You can import account codes from a comma separated variable (CSV) file format with the following column headings: Code, Description, Account Group, GST Type, Opening Balance, Opening Balance Date. Here is a sample of the csv file format. Ledger chart import.csv UI Expand |
---|
expanded | true |
---|
title | To import the chart in csv format |
---|
| - Open the client record and go to the Client Accounting > Workpapers tab.
- On the TASKS bar, click Launch AE/AO ledger.
Cashbook opens in your web browser. - On the menu bar, select Settings and Accounts list.
- Click Import.
The Choose File to Upload window appears. - Navigate to and select the relevant file and click Open. The accounts are imported into the Ledger and any anomalies during the import process are shown.
|
|