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Importing accounts in Cost Accounting

Import your accounts in to Cost Accounting from a CSV file to add, update, or replace accounts data.
Products affected: Cost Accounting

Import your accounts in to Cost Accounting from a CSV file to add, update, or replace accounts data.

The following characters are not allowed for cost account names or codes:

~ ` ^ & - = \ | { } [ ] “ ; < >

Note: This function requires your account data to be in a CSV format. We provide a link to download a template if you need one. More about the CSV file...

  1. Click Import.
  2. Click Choose File.
  3. Click the radio button for Update or Replace.
  4. Click Continue.

IMPORTANT: "Replace all accounts data" will do exactly that. The default is Update and add to accounts data. Do not change this unless you really mean to replace all your accounts.

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UPDATED: June 20, 2024