search

frappe / books

Free Accounting Software
https://frappe.io/books
GNU Affero General Public License v3.0
2.68k stars 614 forks source link

How Do I Import My Chart of Accounts (Excel document) in Frappe Books #803

Open jimk100189 opened 5 months ago

jimk100189 commented 5 months ago

Description

How Do I Import My Chart of Accounts (Excel document)

Steps to Reproduce

I have an existing Chart of Accounts with Account Numbers in an Excel spreadsheet. How do I import this into a new Company I've created in Frappe Books?

Info

Version: 0.19.0 Platform: win32 Path: /chart-of-accounts Language: - Country: us

Isaac-GC commented 5 months ago

Hi @jimk100189!

Try using the documentation found here (With using the "Account" import type): https://docs.frappebooks.com/miscellaneous/import-wizard.html

For example, if you have the values in the csv:

image

It'll look like this in the import wizard (you can also add/edit the values directly in the Frappe Books import wizard interface as well)

image