Import chart of accounts
The following is a list and explanation of each of the fields you can include when importing chart of accounts.
Notes:
- If you sync with an accounting system, we don't recommend importing records via CSV into Bill.com unless they don’t exist in your accounting system at all to avoid duplicates and sync errors
- We have updated 1099 options on accounts to include the new 2021 IRS requirements. You can update any existing accounts with the new options if you plan on using them for transactions in 2021.
| Field Name | Required? | Key Field? | Maximum length | Description | Accepted Values | Additional Information |
|---|---|---|---|---|---|---|
| Name* | Yes | Yes | 250 characters | The name of this Account | Any | - Exact match with existing Account name required when updating - If using account numbers, exact match with account number when updating |
| Active? | No | No | N/A | Account is active or inactive | - Active - Inactive |
- Exact match with one of the accepted values - All records are set to Active when created - Records can't be set to Inactive in the same import |
| Account Number | No | Yes | 40 characters | The Account number | Any | Exact match with desired Account's account number |
| Type* | Yes | No | N/A | Type of records that should be coded to this account | - Unspecified - AccountsPayable - AccountsReceivable - Bank - CostofGoodsSold - CreditCard - Equity - Expense - FixedAsset - Income - LongTermLiability - OtherAsset - OtherCurrentAsset - OtherCurrentLiability - OtherExpense - OtherIncome - NonPosting |
Exact match with one of the expected values (no space) |
| Description | No | No | 4000 characters | The description of this Account | Any | N/A |
| Parent Name | No | No | 100 characters | The Name of the Parent to this Account | Any | N/A |
| Parent Account Number | No | No | 40 characters | The Account Number of the Parent to this Account | Any | N/A |
| 1099 Form type | No | No | 100 characters | The 1099 form type of this Account | - MISC2021 - NEC2021 |
- Must select only 1 of the listed options per record - Exact match with one of the expected values (no space) |
| 1099 Category | No | No | 100 characters | The 1099 Category of this Account | - Box1 - Box 2 - Box3 - Box4 - Box5 - Box6 - Box7 - Box8 - Box9 - Box10 - Box13 - Box14 |
- Must select only 1 of the listed options per record - Exact match with one of the expected values (no space) |
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