In this article we'll cover importing of your chart of accounts for easy setup while getting your firm setup with Accounting. Follow the steps below to complete a successful migration of your data.
To successfully import your accounts, please take the time to read the following:
When you import a chart of accounts it will create any account not already apart of your firm's require accounts:
Trust Account - Trust Liability
You can import a maximum of 1000 rows, including the column header. If you've got more than 999 accounts, you can add other accounts manually.
When including your balances, these will overwrite any balance you have previously entered. If you don’t want to overwrite them or if you're unsure, leave the Balance column in the import file blank.
Prepare the MyCase Chart of Account Template
To complete a successful migration of your chart of accounts you'll need to use MyCase's import template. You can access this by logging in and completing the initial onboarding steps.
Once downloaded, open the file and complete all of the required fields.
The name of the account.
Type the account type for this account.
You can add a description associated with the account.
The is the opening balance as of the import date for the related account.
Importing your Chart of Accounts file
On the home dashboard select the option for Setup you Chart of Accounts
When the Setup Wizard loads select the option for Upload your Chart of Accounts
Drag or click to upload your prepared file
After you have uploaded your file click Continue
Confirm your Opening Balances
After you finalize the setup or import of your accounts you'll be prompted to review and confirm the Opening Balances for your accounts. If you imported these balances along with your accounts via a .csv file you'll find all of the numbers listed for each account.
Once you've confirmed or entered all of the opening balances for your account your Chart of Account import is complete!