Hello there, chad. Yes, you can import your Chart of Accounts (COA) with both parent and subaccounts. Allow me to guide you through the process.
To begin, ensure that your Excel CSV file is formatted correctly for the import. Here’s how to prepare your spreadsheet:
- Open your existing spreadsheet of accounts or create a new one.
- Ensure you have these columns in your spreadsheet: Account Name, Type, Detail Type, and Number.
- If you organize your accounts by number, add an Account Number column. You can skip this if you don’t use account numbers.
- When adding accounts with subaccounts, please use this format for the account name: Main account: subaccount. For example, Utilities: Gas.
- Once done, save your spreadsheet in Excel or CSV format.
Please refer to this article for a sample format and the subsequent steps for uploading, mapping, and importing your COA: Import your chart of accounts to QuickBooks Online.
If you need more examples, you can also download our sample spreadsheet.
Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.
Please return to this thread if you have other questions about the import process, chad. We're here to help you in any way we can.
