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Categories Setup
Created by Guest
Created on Feb 4, 2023

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit AEAFW-I-285 Ability to import setup data from Quickbooks.

Ability to import Chart of Account - Balance Sheet Accounts using .xls or .csv file when starting up as a new user Merged

For Instance - File format:

Account Number, Account Name, Account Type, Opening Balance

1000, Chequing, Bank,6782.45

1005, Savings,Bank,542.61

...

2020, TD Visa, Credit Card, 27.55