Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Thanks for reaching out to us, @BSL_Ling. I'm here to help you answer your queries about importing your chart of accounts.
For importing Chart of Accounts (COA) Templates in QuickBooks Online (QBO), the template format typically follows a CSV (Comma-Separated Values) file structure. However, a specific spreadsheet that lists the Detail Type for each Account Type in QuickBooks Online (QBO) is unavailable.
As a way around, you can look for a third-party app that lets you modify your chart of accounts. You can go to the Apps menu and browse for an app from there. Once you've found one, click it and select Get app now to link it to your QBOA account.
Here’s a sample of how your spreadsheet should look.
Once you’re ready to import your chart of accounts, check out this link for the complete guidelines: Import your chart of accounts to QuickBooks Online
Let me also share this resource you can read for future reference in reconciling your accounts effectively: Reconcile an account in QuickBooks Online.
If there's anything else you need assistance with about your chart of accounts or with