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Import Chart of Accounts

You have added in the ability to "Export" a chart of accounts from KashFlow Connect. What would be ideal if you also add the ability to "Import" chart of accounts. I have a 500 line COA I want to set as a default for all my customers and I have to enter them one by one. They are in Excel so would be great if I could just import it in. 

  • Alex Jennings-Temple
  • Jun 22 2018
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  • Guest commented
    30 Jul 15:57

    Agree totally, I have clusters of companies that need the same COA, most multi company software allows you to set default sets available to be used for any client. Either that or the ability to copy the COA to another client.

    I had to export nominal codes but then had to add extra fields for code type and nominal type, it is very retrograde, especially with IRIS building a reputation based on integration!