Overview
In this article, we'll cover importing your chart of accounts for easy setup while getting your firm set up with MyCase Accounting.
Getting Started
To successfully import your accounts, please take the time to read the following:
When you import a chart of accounts, it will create an account that is not already a part of your firm's required accounts:
Account Receivable
Accounts Payable
Operating Account
Trust Account
Trust Account - Trust Liability
Revenue
You can import a maximum of 1000 rows, including the column header. If you've got more than 999 accounts, you can add other accounts manually.
When including your balances, these will overwrite any balance you have previously entered. If you don’t want to overwrite them or are unsure, leave the Balance column in the import file blank.
Prepare the MyCase Chart of Accounts Template
To successfully migrate your chart of accounts, you'll need to use MyCase's import template. You can access this by logging in and completing the initial onboarding steps.
Once downloaded, open the file and complete all of the required fields.
Field | Description |
Account | The name of the account. |
Type | Type the account type for this account. |
Description | You can add a description associated with the account. |
Balance. | The is the opening balance as of the import date for the related account. |
Importing Your Chart of Accounts File
On the home dashboard, select the option for Set up your Chart of Accounts
When the Setup Wizard loads, select the option for Upload your Chart of Accounts
Drag or click to upload your prepared file
After you have uploaded your file, click Continue
Confirm Your Opening Balances
After you finalize the setup or import of your accounts, you'll be prompted to review and confirm their opening balances. If you imported these balances along with your accounts via a .csv file, you'll find all the numbers listed for each account.
Once you've confirmed or entered all of your account's opening balances, your Chart of Accounts import is complete!
To learn more about MyCase Accounting, take the MyCase Accounting 101 Online Course in the MyCase Learning Center.