How to bulk-update the account names in chart of accounts list?

The Chart of Accounts in Zoho ERP consists of a wide range of accounts that are generally used in any type of business. The accounts are classified into different types such as Income, Expense, Equities, Liabilities, and Assets. If you are not sure about customizing accounts for your business or for different business scenarios, please take the help of your accountant or bookkeeper.

You can bulk-update the account names in the chart of accounts list. Here’s how:

• Go to the Accounting module in the left sidebar.
• Switch to Chart of Accounts tab in the modular bar.
• Click the Gear icon, select Export Chart of Accounts, and edit the account names as you wish in the exported file.
• Click the Gear icon again and select Import Chart of Accounts.
• Upload the edited Chart of Accounts file.
• Click Overwrite to replace the identical records in Zoho ERP with those in the import file.
• Select the Character Encoding based on your import file and click Next.

Configure Chart of Accounts

• In the configure page, choose the Account ID option from the dropdown to override the Account Name.
• Once you map the fields, click Next.

Map Fields Chart of Accounts

• In the preview page, click Import to finish importing the file.