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