Importing your chart of accounts allows you to add all your accounts in one go to your Holded account.
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Accounting accounts
How to import you accounting accounts to your chart of accounts
To start importing your accounting accounts to your Holded account, you'll need to click on the Invoicing app then Chart of Accounts (from the left hand side nav bar). Click on the drop-down arrow located in the top right hand side, and click on Download import template. The import template will include the following:
- Account
- Name
Once you have added the information to the Excel file, all you need to do is click on the select button from the import pop up > add your updated file directly here. This will then add the accounts to your accounting accounts.