Loading a Chart of Accounts

Tip:

To automate the setup or update of a chart of accounts in your org, we recommend that you use Datastream. For more information, see Loading Chart of Accounts and Mappings.

This topic explains the steps to load a chart of accounts onto your org.

1. Open the Chart of Accounts Localization tab.
2. In the Select Localization picklist select your localization.
3. Click Load Chart of Accounts. The local chart of accounts loads with all GLAs selected by default.
4. [Optional] Click Corporate to load the corporate GLAs.
5. [Optional] Deselect any GLAs that you do not want to load. Use the search bar to find specific GLAs. Use the search GLAs field to find specific GLAs.
6. Click Load.

Notes:

• Not required if you have an existing chart of accounts. If a chart of accounts is not already set up in your org, you can import a chart of accounts for your chosen localization, and a corporate chart of accounts.
• The local balance sheet fields are populated when you load the chart of accounts.