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How to Import a Chart of Accounts to Xero in 2026

Importing a chart of accounts into Xero in 2026 allows you to quickly set up your accounting structure, saving time and ensuring consistency in how transactions are categorised. This is useful for new organizations or when updating existing account structures.

Steps to import a chart of accounts into Xero:

–Log in to your Xero account
–Go to Accounting → Advanced → Chart of Accounts
–Click Import
–Download Xero’s template file (CSV format) if needed
–Fill in your account details in the template (Account Code, Name, Type, Tax, Description)
–Upload the completed CSV file
–Review the accounts for accuracy and check for errors
–Click Import to add the chart of accounts to Xero

Tips for importing a chart of accounts effectively:

•Use Xero’s template to avoid formatting errors
•Ensure account codes and names are unique and descriptive
•Double-check tax rates and account types for compliance
•Backup any existing chart of accounts before importing changes
•Review imported accounts in Xero to ensure proper setup

Importing a chart of accounts into Xero helps you organise your finances, maintain accurate reporting, and streamline accounting processes in 2026.