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Lisaml7411
Level 1

I want to wipe our recently uploaded QB Online account and start over. Can we just upload Customer, Vendor, and Chart of Accounts without any balances?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I want to wipe our recently uploaded QB Online account and start over. Can we just upload Customer, Vendor, and Chart of Accounts without any balances?

IamjuViel
QuickBooks Team

I want to wipe our recently uploaded QB Online account and start over. Can we just upload Customer, Vendor, and Chart of Accounts without any balances?

Let me share additional information, @Lisaml7411.

 

Yes, you can import your customer and vendor lists and chart of accounts without balance. I can share a screenshot of how the file looks like.

 

The customer's list may contain at least the following columns: Customer, Company name, Billing Street, Billing City, Billing State, Billing Zip, and Billing Country.

 

Meanwhile, the vendors' list may contain at least the following information: Vendor, Company Name, Email, Phone, Website, Street, City, State, Zip, and Country.

 

Lastly, the Chart of Accounts CSV file may contain at least the following details: Account Name, Account #, Account Type and Detail Type.

 

You can read through these articles for more detailed steps on importing each list:

Fill me in if you have other questions or concerns. I'll be happy to help you further. Have a great day ahead. 

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