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Evo-ERP and DBA Classic >> System Manager >> Importing Chart of Accounts
http://www.istechforum.com/YaBB.pl?num=1144859581

Message started by Keith on 04/12/06 at 08:33:01

Title: Importing Chart of Accounts
Post by Keith on 04/12/06 at 08:33:01

I am trying to import a chart of accounts into a new company - basically exported COA from an existing Co, editing it and then importing. All I want is CODE, Descrip, Type & Non-Cash fields. When I run an error check (with errors only) all account codes are listed with no other information and the file will not import.

Am I missing required fields? Can anyone else duplicate this?

Keith

Title: Re: Importing Chart of Accounts
Post by Lynn Pantic on 04/12/06 at 08:52:00

Code and Type should be all you need. Even Description is technically optional. You are using numbers or upper case text for the Code and upper case A, L, O, I and E for the types?

Title: Re: Importing Chart of Accounts
Post by Keith on 04/12/06 at 09:52:43

Codes are numbers and types are upper case letters. I am really not changing anything, just deleting A/C's I don't want. Like I said I exported COA and tried importing the export as is and it still didn't work. I am using a Comma Delimited file and using only the first column representing the corresponding spreadsheet column.

Correct?

Title: Re: Importing Chart of Accounts
Post by Keith on 04/12/06 at 10:18:50

OK, I'm tired I was importing the TXT version and not the CSV file.

Sorry for wasting your time :-/

Keith