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Senior Explorer ***

Use existing GL account numbers in set-up

Is it possible in a new setup to import via excel a client's current GL account number structure?  

2 Comments
Super Contributor **

Re: Use existing GL account numbers in set-up

Yes.

First, do the setup with the absolute minimum number of accounts.  Delete every account (and I mean EVERYTHING) that QB will let you delete during setup.  Some account types are required.

Then you can import an excel file with the new GL Structure and make any final cleanup you need.

There are tutorials online how to import a G/L.

Mark Wagner, CPA

BRC
Established Community Backer ***

Re: Use existing GL account numbers in set-up

Yes you can import it using an IIF file. Convert an Excel worksheet containing your accounts to an IIF file using our List Importer: http://bigredconsulting.com/products/list-importer-for-quickbooks/