Importing accounts in Cost Accounting
Import your accounts in to Cost Accounting from a CSV file to add, update, or replace accounts data.
Note: This function requires your account data to be in a CSV format. We provide a link to download a template if you need one. More about the CSV file...
- Click Import.
- Click Choose File.
- Click the radio button for Update or Replace.
- Click Continue.
IMPORTANT: "Replace all accounts data" will do exactly that. The default is Update and add to accounts data. Do not change this unless you really mean to replace all your accounts.
If you need further assistance, please contact us.
UPDATED: March 11, 2022