Import Chart of Accounts from a File

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You can easily import your Chart of Accounts from your old accounting system into Monchilla.

Format Your File

To import your chart of accounts you need to put it into a format that Monchilla can understand. You can either use a free gmail account or you can use a spreadsheet application.

Desktop Spreadsheet Application

If you have a spreadsheet application like Microsoft Excel you can download the CSV Chart of Accounts Template. Then remove the sample data and paste in your own.

Gmail (Google Docs)

If you don’t have a spreadsheet application you can use Gmail (from Google). Click to open the Gmail Chart of Accounts Template.

Note: If you don’t already have a Google account, you can get a free one at accounts.google.com.

Next, create an editable copy. Click File, then select Make a copy....

Enter a name for the file and click OK.



Now, in your copy of the spreadsheet, you can delete the sample data and paste in your existing records. CAUTION: Be careful not to delete or edit the column headings!

Export the Spreadsheet to .CSV Format

Once you have updated the spreadsheet entries, export the file. In the toolbar, click File, select Download as…, and select Comma separated values (.csv, current sheet).

The file is downloaded to your Downloads folder.

Import the File to Monchilla

Now, open your Monchilla account. To navigate to the Import page, hover over Settings, and then click Import.

On the Step 1: Import Chart of Accounts page, click Select.

In the window that opens, select the .csv file you just exported, and click Open.

The selected filename will appear below. (Note: If you selected the wrong file, click the red X to remove it, then repeat the steps to select the correct file.) Then click Import Chart of Accounts.

If the import is successful, the page will move ahead to Step 2: Import Customers and Projects.

If the import fails, you will receive an error message. Check your Google spreadsheet against the template to ensure the formatting is correct. If you make any changes to the spreadsheet, repeat the steps to export the file.

You can view your imported accounts on the Accounts page. Hover over the Accounting tab, then click Accounts.

Your imported accounts are shown. To expand a section, click the plus sign to the left of the section.

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