How Do I Import My Chart of Accounts (Excel document) in Frappe Books

[jimk100189]

Description

How Do I Import My Chart of Accounts (Excel document)

Steps to Reproduce

I have an existing Chart of Accounts with Account Numbers in an Excel spreadsheet. How do I import this into a new Company I've created in Frappe Books?

Info

Version: 0.19.0 Platform: win32 Path: /chart-of-accounts Language: - Country: us

[Isaac-GC]

Hi @jimk100189!

Try using the documentation found here (With using the "Account" import type): https://docs.frappebooks.com/miscellaneous/import-wizard.html

For example, if you have the values in the csv:

It'll look like this in the import wizard (you can also add/edit the values directly in the Frappe Books import wizard interface as well)

[akshayitzme]

@jimk100189 Do you still need help with this issue ?

[jimk100189]

Yes

On Mon, Aug 12, 2024, 12:42 AM Akshay @.***> wrote:

@jimk100189 https://github.com/jimk100189 Do you still need help with this issue ?

— Reply to this email directly, view it on GitHub https://github.com/frappe/books/issues/803#issuecomment-2283102712, or unsubscribe https://github.com/notifications/unsubscribe-auth/AQK7T3HA7FTWCVYCCNFNLKLZRA4NDAVCNFSM6AAAAABB3UH5XSVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDEOBTGEYDENZRGI . You are receiving this because you were mentioned.Message ID: @.***>

[akshayitzme]

have you tried the above steps (https://github.com/frappe/books/issues/803#issuecomment-1916031390) ?

Yes … On Mon, Aug 12, 2024, 12:42 AM Akshay @.> wrote: @jimk100189 https://github.com/jimk100189 Do you still need help with this issue ? — Reply to this email directly, view it on GitHub <#803 (comment)>, or unsubscribe https://github.com/notifications/unsubscribe-auth/AQK7T3HA7FTWCVYCCNFNLKLZRA4NDAVCNFSM6AAAAABB3UH5XSVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDEOBTGEYDENZRGI . You are receiving this because you were mentioned.Message ID: @.>