This article explains how to import the Chart of Accounts into Qoyod and export it, with the rules for filling the import template and the required fields.
Path in Qoyod
Accounting › Chart of Accounts
Importing the Chart of Accounts
- From the “Accounting” dropdown, open “Chart of Accounts”.
- Click “Import Accounts”.
- Download the XLSX template from the page.
- Fill in the template using the columns described below (see next section).
- Save the file and upload it through the import field.
Import template fields
- Code: the account code, making sure it is not duplicated in the existing Chart of Accounts.
- Name in Arabic and English.
- Level: indicates whether the account is a sub-account under another account.
- Parent account (code): the code of the parent account from which the new account will branch.
- Account type: must match the parent account type.
- Description (optional).
- Can receive payments and receipts: Yes or No.
- If the account accepts payments and receipts, no other accounts can be branched under it.
- You can upload the full Chart of Accounts (parent + sub-accounts) in the same template, and they will be linked automatically on import.
Exporting the Chart of Accounts
From the Chart of Accounts page, click “Export” to download an Excel file containing all registered accounts. Exporting helps with:
- Preparing Reports and sharing them with the accounting or audit team.
- Editing outside the system during the annual inventory process.
