How to Import Accounts to the Chart of Accounts Using Excel: Template Guide, File Upload, and Setup Service

An explanation of how to import accounts to the chart of accounts via an Excel file, how to fill the template, upload the file, and use the setup service:

Here are the steps to import accounts into the chart of accounts:

1. Go to the Chart of Accounts:
   From the Accounting dropdown menu, select “Chart of Accounts”.

2. Go to the Import Page:
   You will be automatically redirected to the main page of the chart of accounts where you can click on the “Import Accounts” icon.

3. Download the Template:
   On the import page, download an XLSX file, which is an Excel template that will be downloaded for you. It will ask you for the number of accounts you want to import—enter the number and download.

4. Fill Out the Template:
   Fill out the template by entering the following information:

   • Code: Choose the account code and make sure it is not duplicated in the chart of accounts.
   • Name: Enter the name in Arabic and English.
   • Level: Select the appropriate level (main or sub-account), where you write the level number such as (3, 4)
   • Main Account (Code): Select the code of the main account from which the new account will branch so that it is linked to it.
   • Account Type: When selecting the account type, ensure it is compatible with the main account you are linking to by checking the account types available when manually adding an account in the chart of accounts.
   • Description: Add a description for the account.
   • Payment and Collection Capability: Specify whether the account accepts payments and collections, knowing that if the account can be used for payments and collections, it cannot be subdivided.

5. Upload the File:
   After filling out the template, save the Excel file and then re-upload it to Qoyod through the “Import” field, and you will receive an email explaining the success or failure of the import process and any errors in the file.

Note:

• You can upload the complete chart of accounts with its main and sub-accounts in the same template and they will be automatically linked during import.
• Here is a recorded training course that explains accounts and how to import them.

• If you’d like us to import the chart of accounts for you through our team, we offer a paid service called the Setup Service.
  Through it, we can customize and modify the chart of accounts according to your needs.

  To apply for the service:

  • Go to Professional Services from the dropdown menu

  • Select Setup Service

  • Click Contact the Team