Under

  1. Settings

  2. General Ledger Accounts

not only G/L Accounts can be created but also imported. With the 3 dots in the upper right corner, you can select the submenu "Import". Here you can upload your file with the G/L accounts.

The file must be in CSV format. Other formats are not supported. The structure is as follows:

  • The first column has the heading "Kontonummer"

  • The second column has the heading "Kontobezeichnung"

After you have added the file you can continue by clicking "Generate preview". The preview can contain the following additions:

  • (Duplicate)

  • (missing)

Duplicates are recognized by the account number. No G/L account can exist twice. Also, incorrect rows will not be imported. If a name or number is missing, it will be displayed in the preview.

We have instructions for DATEV Kanzlei-Rechnungswesen.

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