Import Accounts

From the WP Ever Accounting dashboard, navigate to Accounting > Tools. Here, you will find options for both Import and Export.

To import accounts, click on the Import tab. Scroll down to find the Improt Accounts field where you can upload your data. A sample CSV file is available for download to help you understand the required fields for importing accounts.

To download the sample file, simply click the sample file under the Improt Accounts field, and a CSV file will be instantly downloaded.

import accounts2

Import Accounts Fields

The CSV file for importing accounts includes several fields. To ensure a successful import, it is essential to provide information in the required fields. Additionally, you can import an unlimited number of accounts. Below is a list of all the fields included in the CSV file:

Field Description
Type Specifies the type of the account
Name Name of the bank holding the account
Number Account number
Balance The current balance of the account
Currency Name of the currency associated with the account

import accounts

Fields marked with an asterisk (*) are required. You must provide information in these fields to ensure a successful import. If any required field is missing for an account, the import process for that specific account will fail.

Click here to download the CSV sample file for importing accounts.