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how can I upload accounting codes via CSV?

Author Joel Davis@Microkeeper
Category Payroll
Last Modified 10/04/2025

Account Codes CSV Import Guide


Account Codes can be imported via CSV through the "CSV Transfer" button in the Account Codes section.

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

Variable nameDescriptionRequiredAccepted FormatsMax LengthExample
AIDThe ID of the existing account if you want to update itFALSENumericNA55655
ABNIDThe ABN ID associated with the accountTRUEABN1195149280320
account_codeThe account code that matches your accounting suite

This code should match your accounting software to ensure invoices appear in the correct account

TRUE?joel?

<csv>

(Acceptable Characters: Alphanumerical and special characters: ~!@#$^*()-_[]|:.>/ )
</csv>

<ui>
String

(Acceptable Characters: Alphanumerical and special characters: ~!@#$%^-_= []{}\|;:'",<.>/?)
</ui>
16808 or 6-1010
account_noteThe description of the account for your recordsTRUE?joel?

<csv>
String
(Max Length: 100 characters)
(Acceptable Characters: Alphanumerical and special characters: ~!@#$^*()-_[]|:.>/ )
</csv>

<ui>
String
(Max Length: 100 characters)
(Acceptable Characters: Alphanumerical and special characters: !@-_[].-)
</ui>
String (max 100 characters)
Wages - Administration


Example CSV Format

AIDABNIDaccount_codeaccount_note
5565506-4100Payroll - Wages & Salaries
16523602-1355Superannuation 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 your prepared CSV file

You will see a confirmation message indicating the number of accounts that were successfully imported or updated.


Important Notes

  • When updating existing accounts, include the AID in your CSV file
  • For new accounts, leave the AID column blank
  • Make sure all required fields are populated
  • Account codes should match your accounting software's codes
  • Account notes should be descriptive and clear for your records
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