• Outcome:

The outcome of Chart of Account (COA) Data Segregation and Import typically refers to the structured process of organizing financial data into separate categories and transferring that data into a new system or platform.

• Use case Implementation Steps:

Implementation Stage 1: Data Collection

Here we are gathering and measuring information from various sources to gain insights, draw conclusions, and support decision-making.It forms the foundation for any research, analysis, or decision-making process.

Implementation Stage 2: Data cleaning

The second step is data cleaning which improves the quality of data by addressing issues that could otherwise distort analysis results.

Implementation Stage 3:

1. Log in to Zoho Books website with Administrator privilege.

2. Go to Home > Accountant  > Chart of Accounts.

Implementation Stage 2: Accounts

Description: In chart of Account Trays on the rigth side click on three dots then select import chart of Accounts then click on Drag and drop file option and after choosing the file mark the overwrite accounts radio button and then click next.

Steps:

Import chart of Accounts > Drag and drop file option > Overwrite accounts > Next.

Implementation Stage 3: Map Field

Description: Map fields with the charts of accounts Details fileds it means all the headers should be same as chart of account details filed and after maping filed correctly click on next.

Implementation Stage 4:

Description: After clicking next data will be imported successfully .

• Target Audience:

• Finance team

• Accounts receivable team

• External shareholders

• Users:

1. CFO (Chief Financial Officer)

2. Accounts Manager

3 . Sales Manager

4 . Sales Executive

5. Financial Controll

• Flow Chart:

Canva Application -

• Tool Permission Required:

      Zoho Books

• Link Required:

      Flow Chart