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I have 4 existing QB online companies. They have the exact same Chart of Accounts with about 50 accounts currently used. I want to start capturing far more detail therefore need to add about 100 new accounts to each company. I'd like to do a bulk upload, but don't know if this will replace the current Chart of Accounts, which I don't want to have happen (I especially don't want to lose history, etc). Is there a method to do this?
It's good to have you here in the Community, Katie.
Yes, you can upload your 100 new accounts using a spreadsheet in Excel, Google Sheets, or a CSV file without affecting your current Chart of Accounts. Allow me to walk you through how to do it.
First, we need to format your spreadsheet correctly. Here's how:
You can check the image below for reference:
Feel free to read this article for more details: Import your chart of accounts to QuickBooks Online.
Once done, you can then proceed on uploading your file into QuickBooks Online by routing to:
If you see duplicate accounts and you want to make them one, you can read through this article: Merge duplicate accounts, customers, suppliers, and employees in QuickBooks Online.
Click the Reply button below if you have more questions about managing your Chart or accounts in QuickBooks Online. I'll be more than happy to lend a hand. Take care and have a wonderful day!
You can import the new COA in bulk and use a backup restore app to lower any risks.
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