GL> Utilities> Import/Export Account Types
Summary
The Account Type Import/Export process is used to update the account types associated with specified GL accounts.
Related Links
Click here for information on Account Type Maintenance.
Step by Step
1 Export Account Types. 
- Open the Export Account Type window (GL> Utilities> Export Account Type).
- Select a Fiscal Year for the export file.
- Only the account types associated with this fiscal year will be included in the export file.
- Click the Submit button
to export the account types.- The export file will be in comma-separated value (.csv) format.
- Once the export file has been generated, the Notifications icon
will display a new notification. Open the Notification window and click the Job Completed Successfully link to download the export file. - Once the spreadsheet has been saved, changes can be made to the Account Type column. Only changes to the Account Type column will be updated when the file is imported.
- For example, if changes are made to the Account Type field and the Description field for each entry, only the Account Type will be updated when the data is imported.
2 Import Account Types.
- Open the Import Account Type window (GL> Utilities> Import Account Type).
- Click the BROWSE button to browse to the import file or drag and drop the file into the area to the right of the button.
- The import file must be in comma-separated value (.csv) format.
- Click the View/Layout Format button
to display the expected .csv file layout.- The expected import will include the Fiscal Year, Account 1-7, Description and Account Type as separate columns on the .csv spreadsheet.
- Click the Submit button to import the account types.
- Only the changes made to the Account Type column will be updated.