# How to Bulk Upload a Chart of Accounts \(COA\)

If you need to bulk add or edit your Chart of Accounts in Puzzle, you can do so by uploading a CSV file directly from your Company Settings. This is different from categorizing transactions — this flow lets you define or update your account structure.
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**Steps**

1. Go to **Settings > Company**.
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  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2471540609/c508c7e9ce2476ad83f8893a5620/Screenshot+2026-06-11+at+3_07_38%E2%80%AFPM.png?expires=1789603200&signature=c3f9f4eaf8a39225cef273d1a30eb1e6a3c552a2c0488e2cac56fe80a3bbd472&req=diQgF8x6nYdfUPMW1HO4zYD7THYJjy0dx2gOFHFczRv5r4POGhY3qXQg3V7G%0AFVKe%0A)

2. Select **Historical Books**
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  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2471541356/2287047dbe5a94c929655469a52a/Screenshot+2026-06-11+at+3_08_03%E2%80%AFPM.png?expires=1789603200&signature=cf3d74cf3ac1946f72bdfa18786e8d574e60dddacaa5190c5195c19594ba471c&req=diQgF8x6nIJaX%2FMW1HO4zTDJhwcXL0NMSSVoA%2BgANvhcZkCsglc9t7ctc0zc%0Ay5bN%0A)

3. Under **Upload New Chart of Accounts**, click **Start**.
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  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2471541548/9ba949f40da0c3f3c2beaa6eebe2/Screenshot+2026-06-11+at+3_08_09%E2%80%AFPM.png?expires=1789603200&signature=b42a98d539da4e3f64378391fda05ea4d59cdd088edc05f24a0317d452b71ec5&req=diQgF8x6nIRbUfMW1HO4zTF1kITM8NaSMXD9H4WbQFXJGvO0FQgRYcVSS2Vy%0A%2Blln%0A)

4. Download the pre-formatted template and fill it out with your account details.
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  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2471543392/d4dab5c166ae31f7f1b92d5d092c/Screenshot+2026-06-11+at+3_09_12%E2%80%AFPM.png?expires=1789603200&signature=1afdc44c7b40b18d48b1b6d6e2c01c7ef289ca21c297d63bf4b0491d5d070f7c&req=diQgF8x6noJWW%2FMW1HO4zSMcYCExfjN01VQWokPZ8YyamlLVoJHXfg96SvPX%0A0g0A%0A)

5. Choose your **Duplicate Handling** option (see below), then upload your completed CSV.
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  ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2471541769/c97f08446af5b13e330d4eee1d6d/Screenshot+2026-06-11+at+3_04_42%E2%80%AFPM.png?expires=1789603200&signature=5610dd5256575e2f460d069557b1fcdae883486a5049c63abef675b10eac8968&req=diQgF8x6nIZZUPMW1HO4zYOnuSTgMLdDGRfSsodKol8%2FVQ%2F4I2e%2FWHThg61V%0AslgV%0A)

**Duplicate Handling Options**

- **Skip (default)** — Any accounts in your CSV that already exist in Puzzle will be skipped. Only net-new accounts will be added.
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- **Update [Ledger Account Only]** — Any accounts that already exist will be updated to reflect what's in your CSV. New accounts will also be added. Use this option if you're editing existing accounts.

**Tips**

- Use the provided template — Puzzle expects a specific format, so don't build your own from scratch.

- Double-check account names and types before uploading to avoid needing to re-upload.