Can I use Account Codes in a Budget import?

Learn more about how Fathom recognises account names or account codes for a budget import.

James Lin avatar
Written by James Lin
Updated over a week ago

Fathom allows you to import a budget for any of your companies via Excel. When adding a budget from Excel to a Xero company, we revert to the account name and then to the account code. 

If account name is specified, we match the values to an account name. The account names must match the Chart of Accounts. 

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