To import the chart of accounts into the new accounts go to
Setup -> Import/Export -> Import CSV records.
- Set ‘Import Type’ as Accounting.
- Set Record Type – Chart of accounts.
- Set Character Encoding – Western (Windows 1252).
- Set CSV column Delimiter – Comma.
- Select CSV file(s) as ‘One File To Upload’.
- Then select the CSV file that we edited earlier
- Click Next.
- Select Import option – Data Handling as ‘Add’.
- Click Next.
10. Then map the CSV file columns to the actual fields that currently exist in the target account.
11. Fill in the relevant fields and then click the ‘Save and Run’ button.
