Importing your organization Chart of Accounts
To import the chart of accounts of your organization on Multis, two manual options are currently available. The third one, which will automatically retrieve the data from accounting softwares like Quickbooks or Xero will soon be available.
Go to the Accounting tab > Chart of accounts > Add Chart fo accounts
Manual import
To import chart of accounts, download the sample CSV by clicking on the button. We recommend working within our sample to make sure the entries are in the appropriate format.
Once done, be sure to import the file on Multis in a CSV format.
Data collected must be accurate and according to the requirements mentioned below.
Good to know
You can add an unlimited number of accounts
Accounts can be added in several imports.
Columns requirements
accountCode
This column is optional
Account code only accepts numbers and dashes but not spaces.
accountName
This column is mandatory
Every character is accepted here
accountType
This column is mandatory
The following account types are accepted
Accounts payable
Accounts receivable
Asset
Bank
Income
Other income
Equity
Expenses
Other expense
Liabilities
For any other account type, please contact support@multis.co
accountDescription
This column is optional
Last updated