Import Chart of Accounts from a CSV Spreadsheet
Saasu can import your chart of accounts from Spreadsheets (CSV), MYOB, Xero and Banklink.
When importing Spreadsheets they need to be in comma-separated value (CSV) format and contain a header row.
Importing your Chart of Accounts
- Go to View > Import or Export > Chart of Accounts.
- Select the software you are coming from and then click Choose File to browse for the file you wish to upload.
- Click the Import button.
Sample Files by Industry
- Electrical Services
- Retailer – Online
- Magazine publisher
- Retailer – Shop
- Software Business
Format for CSV file
|Type||Yes||Income, Expense, Asset, Equity, Liability, Other Income, Other Expense, Cost of Sales)|
|Name||Yes||Alpha and/or Numeric.||A name that describes the ledger account. e.g. "Petrol"|
|Default Tax Code||Use Saasu Code names as displayed in Saasu Tax Code drop down lists.|
|Ledger Code||e.g. Your ledger code from your old software|
|Is Active||Yes, No|
|Is Bank Account||Yes, No|
|Bank Account Name||The exact name your account is in.|
|Branch/Route||For some countries only including USA and Australia. The branch identifier.|
|Bank Account Number||Full account number including any leading zero's|
|Create Bank File||Yes, No|
|Bank Code||Unique Code used for ABA Direct Entry files. Usually three characters. e.g. WBC, SGB, CBA, NAB, ANZ|
|User Number||Some banks require this. ClientID for bulk payments it's sometimes referred to as. Leave blank if you aren't sure if you require this to process ABA Direct Entry files.|
|Currency||Three letter currency code e.g. USD, AUD, NZD|
Is there an undo option for importing?
No, if you need to delete the records after importing, you will need to delete them one by one.