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Excel Template to import Chart of Accounts

Rod asked 5 years ago

I would like to upload new Chart of Accounts into GP.
This would make new Account Master strings available inside of the GP tables: GL00105 and GL00100.
Could you please tell if there is a sample excel file template that I could use and what required fields are needed?
Also, in the “destination” of my Smart Connect Map, I selected the Group: General Ledger and Node Type: Accounts. Is there anything else needed?
What other dependencies might I be missing?
Thanks

Answers

0 Vote Up Vote Down

Patrick Roth Staff answered 5 years ago

There isn’t much to loading a chart of accounts.
The only required fields are, I believe, the account number and the account type. Otherwise you can just set what you want and the rest will default in.

Rod replied 5 years ago

Thanks!

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