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