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How to importing Account Headers

BobOx
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How to importing Account Headers

I want to import a new chart of accounts into Accountright with sub-headers to the existing ones.

 

For example in the attached I'm trying to add "Current Assets" as a sub-header to Assets.

 

The importer however imports "Current Assets" as a detailed record, regardless that I've indicated it is a header record with a "H".

 

Error log message

Warning 287: Detailed accounts cannot be subtotalled; checkbox value ignored.
287,11000,Current Assets,H,10000,,OtherAsset,,N,Y,11000

 

I found an sample import template which had a "Parent Account Number" which would seem to provide the parent-child logic required, however the "Parent Account Number" column does not appear to be supported in AccountRight - Plus.

 

How do I import sub-headers?

 

Thanks

Robert

 

2ndHeaderUpload.png
1 REPLY 1
SamaraM
MYOB Moderator
1,088 Posts
MYOB Moderator
MYOB Moderator

1,088Posts

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Re: How to importing Account Headers

Hi @BobOx 

 

You are correct that the import template for AccountRight Plus does not require a Parent Account Number field. How the detailed and header accounts works in the import assistant is it looks at the "Header" and "Subtotal Header Accounts" fields. 

So how you would do this is:

  • Header Account - Enter "H" under the Header column and "Y" under the Subtotal Header Accounts column
  • Detailed Account - Leave both Header column and Subtotal Header Accounts columns blank

 

For more on creating the import file I recommend checking out these help articles:

Import and export fields 

Using an import template 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Regards,
Samara

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