Chart of Accounts

Chart of Accounts Bulk Creator

Manual Entry

File Upload

Account Name *

Account Type *

Account Class

Fully Qualified Name (auto-generated without spaces)

Cash Flow Activity

Description

Account Settings

Active

Taxable

Lease Charge Item

Lease Deposit Item

📁

Drop files here or click to browse

Supported formats: CSV, Excel (.xlsx, .xls)

📋 CSV File Instructions

🔧 Account Types

Assets:
• ASSET_ACCOUNTS_RECEIVABLE
• ASSET_OTHER_CURRENT_ASSETS
• ASSET_BANK
• ASSET_FIXED_ASSETS
• ASSET_OTHER_ASSETS

Liabilities:
• LIABILITY_ACCOUNTS_PAYABLE
• LIABILITY_CREDIT_CARD
• LIABILITY_OTHER_CURRENT_LIABILIY
• LIABILITY_LONG_TERM_LIABILITY

Others:
• EQUITY_EQUITY
• REVENUE_INCOME
• REVENUE_OTHER_INCOME
• EXPENSE_EXPENSE
• EXPENSE_OTHER_EXPENSE
• EXPENSE_COGS

📊 Account Classes

• ASSET- Asset accounts
• LIABILITY- Liability accounts
• EQUITY- Equity accounts
• REVENUE- Revenue accounts
• EXPENSE- Expense accounts

💰 Cash Flow Activities

• FINANCING- Financing activities
• OPERATING- Operating activities
• CASH- Cash activities

✅ Boolean Fields

For active, taxable, leaseChargeItem, leaseDepositItem:
• Use true or false
• Case insensitive

💡 Pro Tips

Required fields: name, type, active
fullyQualifiedName will be auto-generated from name (spaces removed) if not provided
Download the template first to see the exact format
Each row represents one account to create