Step 1: Select the Entity and Access the CSV Template
In Tofu, choose the entity that is not integrated with any accounting software
Confirm that the entity appears correctly
Click the gear icon
Navigate to Accounting > Accounts > Accounting Information
Open the provided CSV template for cross-referencing
Step 3: Retrieve Chart of Accounts
Go to All Reports in Bukku.
Scroll down and select Chart of Accounts.
Export and open it in Excel for cross-referencing.
Step 4: Transfer Data from Bukku to Tofu Template
The Tofu CSV template requires 4 columns:
Code
Account Name
Type
Description
Map the columns from Bukku to the Tofu template as follows:
Bukku Field | Tofu Template Field |
Code | Code |
Account | Account Name |
Note: The Type and Description fields are not included in the Bukku export. These fields must be manually entered into the Tofu template to ensure accurate mapping. When filling in the Type column, make sure it matches the corresponding account type in Bukku (e.g., Expenses, Cost of Sales). This ensures accurate mapping and prevents errors during the import process.
Step 5: Save and Import the CSV File
Save the completed template as a CSV file
In Tofu, go to Accounting > Accounts > Accounting Information > Import
Upload the saved CSV file and complete the import process