Headers for importing accounts from CSV

Holly Ochidi hsukup1 at gmail.com
Thu Feb 15 18:24:51 EST 2018


Sweet! What a simple solution... Can't believe I didn't think of trying to
make an account then export it. Setting up all the accounts I need one by
one is painful. Thanks for the info!


Regards,

Holly Ochidi

On Thu, Feb 15, 2018 at 4:49 PM, Adrien Monteleone <
adrien.monteleone at gmail.com> wrote:

> 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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