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CSV file must consist of 4 columns following this order:
Column | Data |
A | Primary Account Code - depends on the structure of the Primary Account set on the Account Structure screen |
B | Description |
C | Account Group |
D | Account Categories - Click link to review how to setup categories |
E | Account Type |
Sample Import Primary Account File
Import Primary Accounts Example .csv
Note |
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Notes: In case that entered Account Group is missing in the Account Groups table, code will still be imported but Account Group and Type of that code will be blank. |
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