{"id":2403,"date":"2022-08-03T10:51:25","date_gmt":"2022-08-03T08:51:25","guid":{"rendered":"https:\/\/bilky.es\/centro_de_ayuda\/importar-pgc-empresas\/"},"modified":"2026-02-11T13:55:54","modified_gmt":"2026-02-11T12:55:54","slug":"import-pgc-companies","status":"publish","type":"centro_de_ayuda","link":"https:\/\/bilky.es\/en\/centro-de-ayuda\/importar-pgc-empresas\/","title":{"rendered":"How can I import my customer's chart of accounts?"},"content":{"rendered":"

For correct use of the Accounting Module <\/strong>it is absolutely essential that import your customer's PGC and its customer and supplier file<\/strong>. This configuration can be done massively through Excel files. We show you how to do it.<\/p>\n

Step 1<\/h2>\n

Access your customer's profile<\/strong> and, subsequently, to the 'Accounting Management'<\/strong>. In the Menu column you will find the 'General Settings', and among them the Import Chart of Accounts' option.<\/strong><\/p>\n

\"How<\/figure>\n

Step 2<\/h2>\n

In the upper right corner, click on the \u2018Import Chart of Accounts Company\u2019.<\/strong><\/p>\n

\"How<\/figure>\n

Step 3<\/h2>\n

Previously, download from your accounting software an Excel file with the PGC of your customer<\/strong>. It must contain two columns, where the first one is the account\/subaccount number, and the second one the description<\/strong>.
Copy the data from Excel and paste it into the box provided, and activate \u2018Additional configuration\u2019<\/strong> so that the accounts are automatically imported into the Chart of Accounts in Bilky.
If you do not want any of the accounts or groups to be imported, uncheck them individually.<\/strong>
Once you are finished, click on the button \u2018Import\u2019.<\/strong><\/p>\n

\"How<\/figure>\n

Step 4<\/h2>\n

Your customer's PGC will be imported.<\/p>\n

\"How<\/figure>\n

Step 5<\/h2>\n

You can also check, manage or add and delete accounts by following the path Customer Profile - Accounting Management - General Chart of Accounts.<\/strong><\/p>\n

\"How<\/figure>\n

Step 6<\/h2>\n

Create, delete accounts or restore the Chart of Accounts<\/strong> from this section at any time.<\/p>\n

\"How<\/figure>","protected":false},"excerpt":{"rendered":"

Para una utilización correcta del Módulo Contable es absolutamente indispensable que importes el PGC de tu cliente y su ficha de clientes y proveedores. Esta configuración se puede hacer de forma masiva a través de ficheros Excel. Te mostramos cómo hacerlo. Paso 1 Accede al perfil de tu cliente y, posteriormente, al apartado de 'Gestión […]<\/p>\n","protected":false},"featured_media":2865,"template":"","category_centro_de_ayuda":[239],"tag_centro_de_ayuda":[],"class_list":["post-2403","centro_de_ayuda","type-centro_de_ayuda","status-publish","has-post-thumbnail","hentry","category_centro_de_ayuda-asesor"],"acf":[],"yoast_head":"\nBilky | \u00bfC\u00f3mo puedo importar el Plan Contable de mi clientes?<\/title>\n<meta name=\"description\" content=\"Centro de ayuda de Bilky: gu\u00edas, art\u00edculos y recursos para resolver dudas sobre la plataforma. 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