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I'm new to QB and want to import my chart of accounts. Where can I find a list of all the "Type" and "Detail Type" to download and use in my import template? Thanks!
Solved! Go to Solution.
Thanks for getting back to this thread, @NessieNoos.
Allow me to join this thread and share further help in importing your Chart of Accounts into QuickBooks.
Once you import your accounts, you'll have to create a format for your spreadsheet first. Make sure you have these columns in your spreadsheet:
Then, manually enter your details in the columns. Here’s a sample of how your spreadsheet should look.
We do not have a full list of the chart of accounts available. You can download our sample spreadsheet if you need more examples.
If everything looks good, save your spreadsheet in Excel or CSV format. Then, you can now upload it to QuickBooks. Here's how:
Once you upload your spreadsheet, map your accounts so they import correctly. Make sure to check everything one last time before you import your accounts.
Once all your accounts are in QuickBooks, you'll need to enter your opening balances for bank, credit card, and other accounts.
For complete guidelines, please check out this article: How to import your chart of accounts to QuickBooks Online from a spreadsheet.
Moreover, you can connect your bank or credit card accounts to QuickBooks. This way, you can automatically download your recent transactions into the program.
Please let me know if there's anything else you need. We are always available to help you some more. Take care and stay safe.
Hello NessieNoos,
Welcome to the Community page,
If you have a look at this article it will help you with how to import your chart of accounts into Quickbooks.
Thanks for your reply. What I need is the list of all the different "Type" and "Detail Type" in excel or word so that I can create my import template OR do I have to map each account when I import? Thanks very much
Thanks for getting back to this thread, @NessieNoos.
Allow me to join this thread and share further help in importing your Chart of Accounts into QuickBooks.
Once you import your accounts, you'll have to create a format for your spreadsheet first. Make sure you have these columns in your spreadsheet:
Then, manually enter your details in the columns. Here’s a sample of how your spreadsheet should look.
We do not have a full list of the chart of accounts available. You can download our sample spreadsheet if you need more examples.
If everything looks good, save your spreadsheet in Excel or CSV format. Then, you can now upload it to QuickBooks. Here's how:
Once you upload your spreadsheet, map your accounts so they import correctly. Make sure to check everything one last time before you import your accounts.
Once all your accounts are in QuickBooks, you'll need to enter your opening balances for bank, credit card, and other accounts.
For complete guidelines, please check out this article: How to import your chart of accounts to QuickBooks Online from a spreadsheet.
Moreover, you can connect your bank or credit card accounts to QuickBooks. This way, you can automatically download your recent transactions into the program.
Please let me know if there's anything else you need. We are always available to help you some more. Take care and stay safe.
This is a better solution to this question. It annoys me to no end that there is no clear clickpath to this article, but eventually found it after HOURS of looking:
A complete guide to account types and detail types in QuickBooks Online (intuit.com)
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