Importing: Chart of Accounts

This table displays an explanation for each of the fields available when importing accounts and account information for the Chart of Accounts.

Important Note: If you sync with an accounting software, we highly suggest not manually importing Chart of Accounts via CSV into PayMaker, unless they do not exist in your accounting software at all, to avoid duplicates and sync errors

Field Name Required? Key Field? Maximum length Description Accepted Values Additional Information
Name* Yes Yes 250 characters The name of this Account Any - Exact match with existing Account name required when updating.
- If using account numbers, exact match with account number when updating
Active? No No N/A Account is active or inactive Active, Inactive Exact match with one of the accepted values. All records automatically set to Active when created. Records cannot be set to Inactive in the same import.
Account Number No Yes 40 characters The Account number Any Exact match with desired Account's account number
Type* Yes No N/A Type of records that should be coded to this account Unspecified, AccountsPayable, AccountsReceivable, Bank, CostofGoodsSold, CreditCard, Equity, Expense, FixedAsset, Income, LongTermLiability, OtherAsset, OtherCurrentAsset, OtherCurrentLiability, OtherExpense, OtherIncome, NonPosting Exact match with one of the expected values (no space)
Description No No 4000 characters The description of this Account Any N/A
Parent Name No No 100 characters The Name of the Parent to this Account Any N/A
Parent Account Number No No 40 characters The Account Number of the Parent to this Account Any N/A
1099 Category No No 100 characters The 1099 Category of this Account Box1, Box2, Box3
Box4, Box5, Box6
Box7, Box8, Box9
Box10, Box13, Box14
Must select only 1 of the listed options per record, Exact match with one of the expected values (no space)