Account production Chart of Accounts can be imported into TB Coder in two main ways :-


  • Via The Final trial balance Import pages - For Excel, Xero, Quickbooks, Kashflow and Freeagent.
    • To IMPORT  a chart of account ,
      • Click on the '+Add New Chart' next to the Accounts production chart drop down.
      • Next choose a name for the chart > 
      • Next upload an excel file containing the COA (Please click HERE to download from our selection of Accounts production Chart of Account for import into TB Coder)
      • Next Select the AP System type from the drop-down list > 
      • Finally chose the.chart type eg Limited Company,Charity etc and Click Save.





  • Via The Set up Menu > Account Production Charts > 
    • Import AP Chart of Account