Importing Chart of Accounts from Xero

Already have an existing Chart of Accounts in Xero? Import your COA directly into your HQ Dashboard for easy reconciliation

• Export your existing COA from Xero

• Format it to only include Code, Name, Type, and Description. An example template can be found HERE

• Navigate to your HQ Dashboard's Chart of Accounts Page

• Select the “Add New” button at the top right of the page and select “Import.CSV”

• Select the “Create” button

• Choose to import the entire list, or select individual Accounts. Then, confirm your selection

• The new Accounts will now show in your Chart of Accounts list and can be searched for by Name or Code

💡 HQ Tip: Importing a custom Chart of Account will remove your current list to prevent duplicate accounts. Ensure your CSV contains your full COA before importing.

📜Setting up Your Chart of Accounts