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PSL+: How do I load PSL+ Chart of Accounts into DPO?

  1. Find your Charts of Accounts (COA) in PSL+ by navigating to the GL Menu and clicking Chart of accounts List.
  2. In another window, log in to DPO.
  3. Download the excel file template from your DPO Book by navigating to Admin and clicking Import.
  4. Download the excel file. There will be a tab on the excel file for you to add your chart of accounts.
    1. *The Parent Account is optional but you will need the Account Name and Account Code.
  5. Once this has been completed, send this to support@sargent-disc.com and they will be able to load the COA file.

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