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 software, we don't recommend importing records via CSV into Bill.com unless they don’t exist in your accounting software 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)