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How can Accounting Codes be imported via CSV?

Author Joel Davis@Microkeeper
Category Payroll
Last Modified 23/04/2025

Account Codes can be imported via CSV.

Prepare the CSV file formatted with columns in the exact order mentioned below:

Variable name
Description
Required
Accepted Formats
Max Length
Example
AID
The ID of the existing account if you want to update it
FALSE
Numeric
NA
55655
ABNID
The ABN ID associated with the account
TRUE
ABN
11
5
account_code
The account code that matches the accounting suite
TRUE
String

16
6-1010
account_note
The description of the account from accounting suite
TRUE
Alphanumerical
100
Wages - Administration


Example CSV Format

AID
ABNID
account_code
account_note
55655
5
6-4100
Payroll - Wages
165236
5
2-1355
Superannuation Payable


Uploading the CSV File

  1. Navigate to Menu > Payroll > Reports > Accounting Export
  2. Click the "CSV Transfer" button
  3. Select "Import CSV"
  4. Choose the prepared CSV file


Important Notes

  • When updating existing accounts, include the AID in the CSV file
  • For new accounts, leave the AID column blank
  • Make sure all required fields are populated
  • Account Codes should match the accounting software's codes
  • Account Codes should be unique per record
  • The ABNID can be found by going to the ABN settings area or exporting the current accounts and comparing
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