Chart of accounts: import, defaults, control accounts
Recorded on a demo practice with fictional data.
Open the video pageMYLEDGERChart of accounts & the ledger
Import a chart from text or a file
Paste or upload an account list from a client's old system and AI turns it into chart accounts for you to confirm.
The problem it solves
Retyping a chart of accounts from a client's previous system is tedious.
How it works
- Paste the account list or upload the file.
- AI parses it into accounts.
- Confirm before they are added.
What your practice gets
- No retyping.
- A confirmation step.
- Works with lists from other systems.
Watch it in the product
A short recording of import a chart from text or a file in use.
Questions accountants ask
Are accounts added straight away?
No. You confirm first.
What formats work?
Pasted text or an uploaded file.
Can I edit after import?
Yes.
Related features
Features that work alongside import a chart from text or a file.
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoRename and reorder accounts
Rename an account and its history follows; set the display order you want.
Default chart for each entity type
Start a new client with a sensible default chart for their entity type.
VideoAccount usage counts
See how many transactions and journals use each account before you delete or merge it.
Coding rules
Per-client rules that code transactions matching a description to an account, with AI-generated rules and bulk editing.
Practice default charts
Set your firm's standard chart for each entity type, which new clients inherit; edit or reset it any time.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.