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Importing a GL Chart of Accounts

With the GL Chart of accounts import feature, authorized internal users can manage a chart of accounts, and any user with rights can import a CSV file for the dealer.

Important! Back up your chart of accounts before importing it.

This video provides an overview of importing a custom chart of accounts in IDMS.

  1. From the Channel Editor page for a bookkeeping company, click the More icon and choose Import GL Chart of Accounts.

The Import GL Chart of Accounts pop-up window opens.

The file must be in the correct format. See the .pdf link on the pop-up window for requirements.
  1. Click Choose File.
  2. Locate the file, and choose it.
  3. Click Upload.