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How to Import Your Chart of Accounts into MyCase
How to Import Your Chart of Accounts into MyCase
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Written by Crystal Lindsey
Updated over a week ago

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:

    • Account Receivable

    • Accounts Payable

    • Operating Account

    • Trust Account

    • Trust Account - Trust Liability

    • Revenue

  • 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.

Field

Description

Account

The name of the account.
The name must be unique.

Type

Type the account type for this account.
The available accounts are listed here.

Description

You can add a description associated with the account.

Balance.

The is the opening balance as of the import date for the related account.

Importing your Chart of Accounts file

  1. On the home dashboard select the option for Setup you Chart of Accounts

  2. When the Setup Wizard loads select the option for Upload your Chart of Accounts

  3. Drag or click to upload your prepared file

  4. 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.

Screen Shot 2022-06-15 at 9.43.46 AM.png

Once you've confirmed or entered all of the opening balances for your account your Chart of Account import is complete!

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