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gem3
Level 1

If i export a general ledger for four months to excel, how can i import that general ledger information into an exsisting quickbooks online file?

 
1 Comment 1
MaryLurleenM
Moderator

If i export a general ledger for four months to excel, how can i import that general ledger information into an exsisting quickbooks online file?

Hello there, gem3,

 

Before you import the general ledger, make sure you have these columns:

  • Account Name
  • Account Type
  • Detail Type

On your existing QuickBooks Online account, follow these steps:

  1. Click the Gear icon.
  2. Select Import Data.
  3. Select Chart of Accounts.
  4. Select Browse. Then, find and select the spreadsheet you saved.
  5. Select Next.

Check this article for the detailed steps: Move your chart of accounts to QuickBooks Online.

 

Let me know if you need anything else, I'll be here to help you.

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