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I appreciate your immediate response, @grossepointe-mat.
Let's import your chart of accounts from a spreadsheet so you can have your Mathnasium accounts added to QuickBooks Online (QBO).
Although you already have transactions in QBO, you can still import your chart of accounts. However, you're unable to do that directly from Mathnasium. You'll have to use a spreadsheet in Excel, Google Sheets, or a CSV file to successfully perform the process.
To do this, you'll first have to format your spreadsheet. Here's how:
Once you're done, upload your spreadsheet to QBO. For the step-by-step guide, please see this article starting with Step 2: Import your chart of accounts to QuickBooks Online.
The next thing you'll have to do is to download your account transactions. You can connect your bank or credit card accounts to QBO, so the system downloads and categorize them for you. All you have to do is review and approve them.
Also, you may want to check out this article as your reference to get more familiar with the chart of accounts in QBO: Learn about the chart of accounts in QuickBooks Online.
Let me know if you have other concerns about managing accounts in your chart of accounts in QBO. I'll gladly help. Take care, and I wish you continued success, @grossepointe-mat.
Hi grossepointe-mat,
Thank you for taking the time to post today.
Based on the message, it appears like you already have transactions in QBO. Are you importing Chart of Accounts from another software? Would you mind giving us more details about the things you did?
On the other hand, you may want to check about importing accounts to QBO: Import your chart of accounts to QuickBooks Online.
Let me know if you have any other questions in mind.
Yes, I am adding accounts from Mathnasium. I have added an attachment for reference. Yes, I have transactions. Why does this prevent me from adding chart of accounts from Mathnasium?
I appreciate your immediate response, @grossepointe-mat.
Let's import your chart of accounts from a spreadsheet so you can have your Mathnasium accounts added to QuickBooks Online (QBO).
Although you already have transactions in QBO, you can still import your chart of accounts. However, you're unable to do that directly from Mathnasium. You'll have to use a spreadsheet in Excel, Google Sheets, or a CSV file to successfully perform the process.
To do this, you'll first have to format your spreadsheet. Here's how:
Once you're done, upload your spreadsheet to QBO. For the step-by-step guide, please see this article starting with Step 2: Import your chart of accounts to QuickBooks Online.
The next thing you'll have to do is to download your account transactions. You can connect your bank or credit card accounts to QBO, so the system downloads and categorize them for you. All you have to do is review and approve them.
Also, you may want to check out this article as your reference to get more familiar with the chart of accounts in QBO: Learn about the chart of accounts in QuickBooks Online.
Let me know if you have other concerns about managing accounts in your chart of accounts in QBO. I'll gladly help. Take care, and I wish you continued success, @grossepointe-mat.
Thank you so much! Corporate sent me the Chart of Accounts as a spreadsheet and I was able to successfully import it today.
You're welcome, grossepointe-mat.
I'm happy that my colleagues were able to help you with importing your chart of accounts from a spreadsheet in QuickBooks. We in the Community are always here to assist you anytime if you need further help.
You may refer to this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and how entries or data work in the system.
Loop me in anytime here if you need another help or anything related to QuickBooks. Take care!
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