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How do I import the chart of accounts from the accounting system?

A guide to importing the chart of accounts as production codes.

Production codes in AIMZ should match the chart of accounts in your accounting system. This ensures that invoices are linked automatically.

Click ⋮ next to the project name at the top of the left menu, choose Import data, and use Download template and Import under Import chart of accounts. Fill in the code (account number) and name.

The Import data page with Download template and Import under Import chart of accounts

Need help mapping the chart of accounts? Contact AIMZ support via the chat.

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