Headers for importing accounts from CSV

[Adrien Monteleone]

Sorry, I forgot to mention that in the hidden and place_holder columns, the export shows ‘F’ and ‘T’ so those should work, but if not, using or 0 or 1 should suffice.

The tax column also appears to be binary. I think the setting is just a check box for each account that asks “Tax Related?” so that makes sense. But I know the tax report setup is more complicated and likely that data lies somewhere else. Even after the import, you’ll likely have to set that up separately.


Regards,
Adrien

> On Feb 15, 2018, at 4:45 PM, Adrien Monteleone <adrien.monteleone at gmail.com> wrote:
> 
> Holly,
> 
> I’m relying on what I see from an export, but here’s something that might help:
> 
> ‘full_name' is the entire tree path, so 'Assets:Current Assets:Cash In Wallet'
> 
> where ‘name’ is just ‘Cash In Wallet’
> 
> All of my ‘commoditym’ fields contain ‘USD’ and all of my ‘commodityn’ fields contain ‘CURRENCY’ if that helps.
> 
> I see the export doesn’t include trading accounts so I can’t help with what the other options are for ‘commodityn’. My suspicion would be it is used for stocks or mutual funds. (STOCK and FUND respectively would be the likely data)
> 
> I tried looking for an explanation of the fields online, but haven’t managed to find them yet.
> 
> 
> Regards,
> Adrien
> 
>> On Feb 15, 2018, at 1:28 PM, Holly Ochidi <hsukup1 at gmail.com> wrote:
>> 
>> [image: Inline image 1]
>> 
>> Kindly, please describe the column headers and where the data points to:
>> 
>> name vs. full_name
>> commoditym
>> commodityn
>> 
>> I have attempted to use the following entries for "commoditym" and
>> "commodityn" without success:
>> USD
>> US Dollar
>> 
>> Also, I assume the columns "hidden" and "place_holder" should hold a TRUE
>> or FALSE? or should it be a "0" or "1"?
>> 
>> Also, what values can I put under the "tax" column to automatically create
>> accounts with the correct Income Tax account designations?
>> 
>> I believe I understand the remaining columns.
>> 
>> Much appreciation!
>> 
>> Regards,
>> 
>> Holly Ochidi
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