---
title: "Importing Cost Codes into Ontraccr"
url: "https://help.ontraccr.com/en/article/importing-cost-codes-into-ontraccr"
language: "en"
last_updated: "2025-08-22T18:04:53.186Z"
---

# Importing Cost Codes into Ontraccr

## 🧾 **Importing Cost Codes into Ontraccr**

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### 📘 **Overview**

Ontraccr supports multiple ways to bring cost codes into your account, making it easy to set up your job costing structure at scale. You can:

1.  Manually create cost codes
2.  Import cost codes from a CSV or Excel file
3.  Sync or import cost codes from integrated accounting systems like **QuickBooks Online**, **Sage 100**, or **Eclipse**

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### **📥 Method 1: Manual Entry**

Best for:

-   Creating a few cost codes at a time
-   Adding unique, job-specific codes

**Steps:**

1.  Go to **Global Cost Codes**
2.  Click **Add (+)** → **Create**
3.  Fill in all required fields (Number, Name, Description, Category, etc.)
4.  Save

Manual creation is also available **within projects** under **Step 3** when editing or creating a project.

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### **📁 Method 2: CSV / Excel Import**

Best for:

-   Bulk uploading dozens or hundreds of codes
-   Migrating from spreadsheets or older systems

**Steps:**

1.  Go to **Global Cost Codes**
2.  Click **Add (+)** → **Upload**
3.  Download the provided template
4.  Fill in each row with:
    -   Unique **Cost Code Number**
    -   Unique **Cost Code Name**
    -   Required **Description**
    -   **Division** (if applicable)
    -   **Category** (Labor, Material, Overhead, Equipment)
5.  Upload your completed file

✅ Tip: You may also include optional fields (e.g., hourly cost, billing rate) if you want them prefilled.

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### **🔗 Method 3: Import from Accounting Software**

Best for:

-   Companies already using cost codes in a connected system

**Supported integrations:**

-   **QuickBooks Online (QBO)**
-   **Sage 100**
-   **Eclipse**
-   Others that support export-to-CSV workflows

**Two options:**

1.  **Direct Sync** — if integration is enabled, Ontraccr can pull in cost codes from your accounting system
2.  **Manual Export + Upload** — export cost codes from your accounting system and import using the spreadsheet method above

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### **🔍 Verifying Imported Cost Codes**

-   Once imported, cost codes will appear in the **Global Cost Codes** list
-   Each imported cost code will display its **linked integration** (e.g., “QuickBooks”) in its detail view

To see if a cost code is synced:

-   Click the code
-   Scroll to the **Integrations** section
-   Linked systems (like QBO or Eclipse) will be listed

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### **🧠 Best Practices**

-   Always double-check for **unique names and numbers** — duplicates will block upload
-   Use **divisions** correctly if uploading for multiple business units
-   For consistency, match **cost code structure** to your internal budget line items
-   After importing, **edit codes manually** if you need to tweak descriptions or rates