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Experienced Member

Is there someone in the community that could help a newb import their chart of accounts?

 
4 Comments
QuickBooks Team

Re: Is there someone in the community that could help a newb import their chart of accounts?

Hi there, 6-ports.

 

Welcome to the Community. I'd be glad to help you out with importing your Chart of Accounts.

 

There are a few things to note before you begin:

  • Imports cannot be undone.
  • Any accounts that are imported will be added to what is already in the chart.
  • The type and detail type must match the types available in QuickBooks Online.

Here's how you can get this done:

 

1. Click the Gear icon in the top right corner.

2. Select Chart of Accounts.

3. Choose the drop-down arrow beside of New, and select Import.

4. Click Browse.

5. Locate the Excel file containing your accounts, and select Open.

6. Choose Next.

7. Map the data, and click Next once more.

8. Make any necessary adjustments, and click Import.

 

I've got an article for you that offers additional details about this process. You can check it out here: https://quickbooks.intuit.com/community/Help-Articles/Import-Chart-of-Accounts/m-p/185931.

 

I'll be here if you need any assistance along the way. Just let me know by commenting below.

Experienced Member

Re: Is there someone in the community that could help a newb import their chart of accounts?

Thanks, working on it.  seems like i have what i need so far.  thanks for the reply.  :-) 

QuickBooks Team

Re: Is there someone in the community that could help a newb import their chart of accounts?

You're welcome and that sounds good. You've got this! Let me know if you have any other questions.

Highlighted
Frequent Explorer **

Re: Is there someone in the community that could help a newb import their chart of accounts?

Import Your Chart Of Accounts. To import your chart of accounts, begin by going to Lists>Chart of Accounts>Accounts>Import from Excel.

 

Step 1: Select The Appropriate File

- Click “Browse” and choose the Excel file with your chart of accounts in it.

- Once you find the appropriate file, click “open.”

Step 2: Select A Sheet

- Select the sheet your data is on.

Step 3: Create A New Mapping

- Next, you’ll need to create a new mapping. A mapping is basically how you tell QuickBooks to import your columns.

- More likely than not, the column headings in your Excel file will differ from the column headings QuickBooks uses. So instead of having to change your Excel file, you can  - create a new mapping instead. Think of this as a big matching game.

- Use the drop-down menu to select the Excel column you want attached to each QuickBooks heading. For example, we want our “Account Name” column in Excel to match the “Name” column in QuickBooks, so we clicked “Name” and selected the appropriate Excel column.

- You can save the following chart of accounts information in QuickBooks:

- Type

- Number

- Name

- Description

- Bank Account Number/Credit Card Number

- Opening Balance

- As of (Date)

- Remind Me To Order Checks When I Print Number

- Track Reimbursable Expenses

- Income Account for Reimbursable Expenses

- Is Inactive

Step 4: Import Your File

- Finally, you are ready to import your chart of accounts. Simply click the blue “Import” button and you’re good to go.

Step 5: Agree To The Display Message

- If this is your first import, you’ll see a popup box warning that you can’t undo imported information. Simply click “yes” to complete the import.

 

Regards,

Dinu

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