This topic contains 3 replies, has 0 voices, and was last updated by samzad 8 years, 10 months ago.

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  • #24022

    AlexMassa

    Hello,

    How to import sub-accounts in the chart of accounts?

    Thanks!
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  • #24023

    Olivier Gagnon NC

    Provide a value for Parent. I recommend using internal id as reference.

  • #24024

    AlexMassa

    Thanks, Olivier!

    I will try and give you feedback.

  • #24025

    samzad

    Just found out limitation for the COA sub-account import when you are migrating it from one NS instance to another, saved search does not have access to the parent account field thus do not give the value for parent account. Found a way to do it by adding a custom field to in Account and source the field to parent, make sure this new field is exposed to saved searches.

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