Updating the Chart of Accounts in Xero

Updating the Chart of Accounts in Xero

The Chart of Account information can be updated post-conversion. The most efficient way to update this information is in bulk. This includes exporting the chart of accounts from Xero, updating the details and re-importing this information back into Xero.
 NOTE: When completing this please select No when asked if your file contains balances. This will ensure that your organisation's balances will not be affected by the updated chart of accounts. 
Please also be aware that you can only update the account number OR the account name in one import. If you would like to update the account number and the account name then this will need to be completed in two stages.
More information from Xero help: 

 


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