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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

  1. Go to View > Import or Export > Chart of Accounts.
  2. Select the software you are coming from and then click Choose File to browse for the file you wish to upload.
  3. Click the Import button.

Sample Files by Industry

Format for CSV file

Column Required Variable Options Notes
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

FAQ's

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.