Import accounts from a CSV or Excel (.xlsx) file to populate your chart of accounts.

Switching from MyPTEZ? In MyPTEZ, open the Ledger menu, choose Category List, set Report Format to Excel, and upload the saved .xls file here — your categories become accounts automatically.

CSV/Excel files must contain the following columns:

• Name (required) — the account name
• Account Type (required) — one of: asset, liability, equity, income, expense
• Code (optional) — auto-assigned if blank
• Form 990 Line (optional) — e.g. line_3, line_16, line_22
• Group (optional) — the account group name; groups are created automatically

Example:

name,account_type,code,form_990_line,group
Office Supplies,expense,,line_16,Administration
Membership Dues,income,,line_3,

Accounts with names matching existing accounts (case-insensitive) of the same type will be skipped.