How to Import a Chart of Accounts in Xero

In this lesson, we’re going to cover how to import a chart of accounts into Xero.
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0:25 Import Chart of Accounts
1:20 Download Chart of Accounts Template
2:30 Tips to format Import File
3:50 Steps to Import Chart of Account to Xero
5:08 Review and Confirm Total Accounts That Will be Imported
6:40 Deleted or Archives Accounts
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Access Our Course On How to Set Up Bank Accounts in Xero:
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Access Our Course On How to Set Up Multi-Currency in Xero:
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Access Our Course On How to Set Up a Chart of Accounts in Xero:
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How to Format Numbers as Text:
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[@jackieclark2285]

Good Day, please may you elaborate a bit more on the "System Accounts" part of this lesson (06:06 min in)

[@neilrothbart4142]

Your video explains that multicurrency bank accounts must be added manually and cannot be imported into the chart of accounts. What about local currency bank accounts? Can they be in the import file; and what do you put in the "Type" column? Cannot find any help files that address this.

[@habiborrahmanmolla6689]

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