Confirmation to import Chart of Accounts in Clearbooks

Question asked by Sabica N Ahmed 7 years ago

Hey, I want to import chart of Accounts for one of our client. So can you please guide me how to import Chart of Accounts in Clearbooks? Or we need to manually add it one by one? Can you please get back to me Soon thanks

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Paul Scholes

Accountant

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Hi Sabica - you can't import the chart of account but, in future, you can setup typical charts for different types of clients (eg Ltd company and sole traders) then use these when creating the clients.

Here's the guide: https://support.clearbooks.co.uk/support/solutions/articles/33000203043-how-to-create-and-use-an-account-template

7 years ago

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Confirmation to import Chart of Accounts in Clearbooks

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