Import Chart Of Accounts
Introduced in Version 12
The Chart of Accounts for a new firm in Geer ERP is automatically built using a pre-set structure. However, you can import your own Chart of Accounts using the Chart of Accounts Importer if you already have one.
You can design your own Chart of Accounts and import it into the system in accordance with your needs.
The current Chart Of Accounts for that company will be replaced. Make sure the business you choose has no previous transactions; otherwise, a validation error will be returned.
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Home > Getting Started > Chart of Accounts Importer
1. How to import Chart Of Accounts
Select the Company for which you want to import the Chart of Accounts.
Click on "Download Template" button to download the template. Select file type in which you want to download the template. Select the template type and click on "Download". "Sample Template" contains pre-filled sample data so that you get an idea of how to fill the template. You can edit the data in "Sample Template" itself or download "Blank Template" for a fresh template.
After downloading the template, fill it out using the information outlined in the sample template found below. The account types "Cost of Goods Sold," "Depreciation," "Fixed Asset," "Payable," "Receivable," and "Stock Adjustment" must all be created. These accounts must have one of the following root types: Asset, Liability, Income, Expense, or Equity.
Click here to learn more about "Account Types" and "Root Types"
The template can be uploaded by selecting "Attach."
The Chart Preview area will display a preview of the Chart of Accounts once you have uploaded the template.
The accounts will be established if everything seems correct in the preview when you click "Import" in the top right corner.
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You can view the newly formed accounts for that company in the Chart of Accounts to confirm the newly created accounts.
