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 2. Importing cost accounts in PitneyShip Pro or PitneyShip Enterprise

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Related Search Topics: Reporting, History, & Accounting
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IMPORTING COST ACCOUNTS IN PITNEYSHIP PRO OR PITNEYSHIP ENTERPRISE

You can import a CSV file of cost accounts.
Products affected: PitneyShip™ Pro, PitneyShip™ Enterprise

You can import a CSV file of cost accounts.

Watch this video or follow the instructions below to learn how to import cost
accounts.



The features and options you see may vary depending upon your role. If you have
any questions regarding your permissions, please contact your administrator.

The following characters are not allowed for cost account names or codes:

~ ` ^ & - = \ | { } [ ] “ ; < >

 1. Select Settings > Cost Accounts.
 2. Select Import.
 3. (Optional) To use a template to create your import file, select Download a
    .csv template. The file sample-cost-accounts-import.csv will be downloaded.
    You can insert your cost accounts into this template, or copy the headers
    (first row) from this template into your own cost account file.
 4. Select Choose File, select the CSV file that contains the cost accounts you
    wish to import, and select Open.
 5. Select Continue.
 6. In the Import Cost Accounts window, match your CSV file fields in the Your
    CSV Fields column with the fields in the Cost Account Fields column.
 7. Select Import.

Related topics

 * Adding cost accounts
 * Adding a sub account or sub sub account
 * Cost Account File Import Specifications

UPDATED: November 13, 2023

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