How to upload Summary accounts in chart of account...
# ask-stanley-ai
k
How to upload Summary accounts in chart of accounts?
c
AI generated answer (using internal Slack threads):
To upload Summary accounts in the chart of accounts, you can follow these steps: 1. First, you need to import your summary accounts. Unfortunately, NetSuite does not allow mapping the "Summary" field through CSV import directly. 2. After importing the summary accounts, you can create a Workflow to set the field value (check the Summary Account box). 3. If you need to identify which accounts are parent accounts and update just those accounts, you can create a saved search with the criteria: Summary is Yes. The result should be the ID of your summary account. 4. If you need to update the parent accounts to summary = yes, you can create a custom checkbox for the future parent account, update it by CSV, and then create a scheduled workflow with the condition: if the custom checkbox is true, then check the summary account box. 5. If something fails and you have to activate again all these inactivated accounts, you can set the Inactive attribute via CSV update and then the Workflow will kick in which marks the Summary attribute if the account changes to inactive. Remember, you can only have a summary account if all the accounts under it are of the same type. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85471791
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854349852
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85313642
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