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 [e-mail]

accountDescription

• This column is optional