Saasu can import your chart of accounts from Spreadsheets (CSV), MYOB, Xero and Banklink. Please note; When importing Spreadsheets they need to be in comma-separated value (CSV) format and contain a header row.
Importing your Chart of Accounts
- Go to View > Import or Export > Chart of Accounts.
- Select the software you are coming from and then click Choose File to browse for the file you wish to upload.
- Click the Import button.
Sample Files by Industry
To download these files:
PC: Right click on the link and choose Save Link as.. and download the doc to you desktop or folder.
MAC: Right click on the link and choose Download Linked File As.. and download the doc to you desktop or folder.
- Electrical Services
- Retailer – Online
- Magazine publisher
- Retailer – Shop
- Software Business
- Designer
- Consultant
- Product Assembly
Format for CSV file
| Column | Required | Variable Options | Notes |
|---|---|---|---|
| Type | Yes | Income, Expense, Asset, Equity, Liability, Other Income, Other Expense, Cost of Sales) | |
| Name | Yes | Alpha and/or Numeric. | A name that describes the ledger account. e.g. “Petrol” |
| Default Tax Code | Use Saasu Code names as displayed in Saasu Tax Code drop down lists. | ||
| Ledger Code | e.g. Your ledger code from your old software | ||
| Is Active | Yes, No | ||
| Is Bank Account | Yes, No | ||
| Bank Account Name | The exact name your account is in. | ||
| Branch/Route | For some countries only including USA and Australia. The branch identifier. | ||
| Bank Account Number | Full account number including any leading zero’s | ||
| Create Bank File | Yes, No | ||
| Bank Code | Unique Code used for ABA Direct Entry files. Usually three characters. e.g. WBC, SGB, CBA, NAB, ANZ | ||
| User Number | Some banks require this. ClientID for bulk payments it’s sometimes referred to as. Leave blank if you aren’t sure if you require this to process ABA Direct Entry files. | ||
| Currency | Three letter currency code e.g. USD, AUD, NZD |
FAQ’s
Is there an undo option for importing?
No, if you need to delete the records after importing, you will need to delete them one by one.