Import Summary accounts

Is it possible to Import New Accounts into the COA  as Summary accounts?

Beginner Asked on April 21, 2020 in Accounting.
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1 Answer(s)

If using CSV import, you cannot mark a GL Account as being a Summary account, you will have to do it manually after the import. New accounts can be made into Summary accounts, just as old ones.

If creating it manually, you can create a new account and mark it as a summary account in one go.

Rookie Answered on April 21, 2020.
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