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How do I import my Chart of Accounts for accounting integration?

Desktop Accounting packages (i.e. QuickBooks, AccountEdge, Sage 50)

  1. Click the Reports option in the top navigation and then select Import Accounts.
  2. The next page will prompt you to locate your Chart of Accounts file then upload it.

  3. Once the accounts have been uploaded you'll need to click "Assign Accounts to Payroll Categories" to assign your accounts.

Online (SaaS) Accounting Applications (i.e. Xero, LessAccounting)

  1. Click the Reports option in the top navigation and then select Import Accounts.
  2. The next screen will show an Import button. click that to import your Chart of Accounts. You may be prompted to authenticate with your SaaS accounting provider.
  3. You'll see the accounts that were just imported. You can not assign your accounts.
Choose files or drag and drop files
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