On the navigation bar, select the Accounting tab and Chart of Accounts menu.
On this page, to the right, please click the Add Account button.
Complete the account creation form and click Save.
Importing accounts
On the navigation bar, select the Accounting tab and Chart of Accounts menu.
On this page, to the right, please click the Import CSV button.
Download the template and then complete your own CSV.
Import the CSV using the same interface.
In case there are errors, we'll generate an error report. You can download the report and fix the errors in your import CSV file. To fix the errors, please refer to this document.
Assigning a category to expense accounts
At the Charts of Accounts account list, select the account you would like to assign an Expense Category to. *Note: You can also assign an expense category when creating an account or using the CSV template and import.
On the Expense Category dropdown, select the category.
Click Save to finish assigning the category.
Create a contacts account
Go to Contacts on the navigation bar and select Employee / Customer / Vendor.
On this page, to the right, please click the Add Account button.
Complete the account creation form and click Save to create a contact account.
Importing contacts
Go to Contacts on the navigation bar and select any of the Employee / Customer / Vendor tabs.
On this page, to the right, please click the Import CSV button.
Download the template and complete it.
Upload the CSV file using the same screen.
In case there are errors, we'll generate an error report. You can download the report and fix the errors in your import CSV file. To fix the errors, please refer to this document.
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