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This article applies to:

  • Product: Digita Corporation Tax
  • Subject: Import

Import accounts in a CSV file

To import a CSV file containing accounts, you'll need to map each row of the file to a corresponding row in Corporation Tax.
note
You can only map 1 row of the CSV file to 1 location in Corporation Tax. However, the figures in the detailed profit and loss account don't combine to form the adjusted profit. Therefore, you'll need more than 1 import to populate adjusted profit for the tax computation and detailed profit and loss account.
  1. Format the CSV file
  2. Check that the CSV file has the correct columns.
    note
    • Column A: nominal code
    • Column B: nominal code description
    • Column C: financial value as a positive
    Spreadsheet with 3 columns: A, B, and C. There's no header row. Row 1 shows: 1, Sales, 1000.
    If the figures in the spreadsheet are all positive, then when importing into the detailed profit and loss account values, you'll need to mark expenses as negative by marking the
    Make +ve
     column.
  3. Import accounts data
  4. When you're ready to import, select
    Map data from CSV file
     and import.
  5. In the
    Data Import
     wizard, select
    Base file
     and choose the CSV file.
  6. Select each row from the CSV in turn, then the ellipsis button for the corresponding row in Corporation Tax.
  7. In the
    Map to
     window, expand the items to find the corresponding row, then select
    Apply to item
    .
    Import Wizard. Shows the 1st row from the Map from pane selected and the Purchase of raw materials and consumables selected from the Map to pane.
  8. When you've mapped all the rows from the spreadsheet, select
    Next
    .
  9. Choose whether you want to save your mapping to use again.
  10. Select
    Finish
    .
You can now go to the
Accounts
 dropdown list to view your imported accounts.