COA Builder Download Import Template

Need directions for downloading import templates for COA Builder.

• COA Builder

• QuickcStart

• Chart of Accounts Builder

• Import Templates

Updates to COA Builder change formats and add/remove columns to import files.

In COA Builder you can download Import Templates for Funds, Segments, Orgs, Objects, Projects, Accounts, Character Codes, Roll Up Codes, Due to/Due From, and Cross Reference.

On the bottom of the screen where the Import Template is needed:

1. Click on Import

2. Click Download template