Import Your Chart of Accounts
Seamlessly import from Xero, QuickBooks, NetSuite, or CSV—no manual setup required.
Setting up your Chart of Accounts from scratch is time-consuming. Now you can import it directly from your existing accounting software—Xero, QuickBooks, NetSuite, or via CSV upload.
One-Click Migration
Import your complete chart of accounts in seconds, preserving all account codes, names, and hierarchies.
Import COA from Any Accounting Platform
We’ve added the ability to import your existing Chart of Accounts from multiple accounting platforms into Coincile with just a few clicks.
Xero
Connect your Xero organization and import your complete chart of accounts with one click.
Available Now
QuickBooks
Seamlessly pull your QuickBooks chart of accounts, including all account codes and hierarchies.
Available Now
NetSuite
Import your NetSuite chart of accounts for enterprise-grade accounting workflows.
Available Now
CSV Upload
Bulk import from spreadsheets or any custom accounting system via CSV file upload.
Coming SoonWhy Import COA?
Faster Setup
Skip manual account creation. Import your existing account structure and start categorizing transactions immediately.
Maintain Consistency
Keep your Coincile chart aligned with your accounting software setup for seamless workflows across platforms.
Preserve Account Codes
Account numbers, names, and hierarchies are preserved during import from all sources.
How It Works
Navigate to Chart of Accounts
Go to Settings → Chart of Accounts in your Coincile dashboard.
Click Import COA
Select your accounting software: Xero, QuickBooks, or NetSuite.
Authenticate
Connect with your accounting software organization securely.
Review & Import
Review the accounts to import, then confirm to complete the migration.
What Gets Imported
- Account codes - Your existing numbering system
- Account names - Full account descriptions
- Account types - Asset, Liability, Equity, Revenue, Expense
- Account status - Active/archived state
- Tax types - Associated tax configurations (where applicable)
Mapping to Coincile
Imported accounts are automatically mapped to Coincile account types:
| Source Type | Coincile Type |
|---|---|
| Bank | Asset - Bank |
| Current Asset | Asset - Current |
| Fixed Asset | Asset - Fixed |
| Current Liability | Liability - Current |
| Non-current Liability | Liability - Long-term |
| Equity | Equity |
| Revenue | Revenue |
| Direct Costs / COGS | Expense - Cost of Sales |
| Expense | Expense - Operating |
| Other Income | Revenue - Other |
| Other Expense | Expense - Other |
Post-Import Options
After importing, you have full control to customize your chart:
- Edit accounts - Modify names, codes, or types
- Add sub-accounts - Create additional hierarchy levels
- Archive accounts - Hide unused accounts
- Re-import - Update from your accounting software if your chart changes
Prerequisites
To use Import COA:
- Connected Accounting Software - Your Xero, QuickBooks, or NetSuite organization must be connected in Coincile
- Appropriate Permissions - Your user needs access to the Chart of Accounts in your accounting software
- Organization Admin - You need admin rights in the Coincile organization
Use Cases
🏢 Accounting Firms
Set up new client organizations quickly by importing their existing chart from Xero, QuickBooks, or NetSuite.
🚀 Migration Projects
Moving from traditional accounting software to Coincile? Bring your chart of accounts with you.
🌐 Multi-Entity Setup
Import different charts for different legal entities or business units from any supported platform.
Availability
| Platform | Status | Plans |
|---|---|---|
| Xero | ✅ Available | Professional, Enterprise |
| QuickBooks | ✅ Available | Professional, Enterprise |
| NetSuite | ✅ Available | Professional, Enterprise |
| CSV Upload | 🚧 Coming Soon | All Plans |
Getting Started
Ready to import your Chart of Accounts?
- Connect your accounting software in Settings → Integrations
- Go to Settings → Chart of Accounts
- Click Import COA and select your platform
- Review and confirm import
Learn more about Chart of Accounts →
Seamless migration from any major accounting platform to Coincile, starting with your Chart of Accounts.