Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Level 7
October 19, 2018
Question

Can you import a chart of accounts with sub-account structure to QBO? The sample spreadsheet only shows columns for Account Number, Account Name, Type and Detail Type.

Is it possible to import all possible account characteristics to QBO through a spreadsheet?  The sample spreadsheet provided is limited.

26 replies

Level 7
October 19, 2018

Well, I found my own answer.  You have to import all accounts and then manually go into each account to edit the sub-account status of accounts you want to be sub-accounts.

Level 7
October 19, 2018
Yes - I am having the same issue.  I even exported my COA list from another client and the sub accounts came out with a colon between them and tried to import the same list I exported... and came up with an invalid character.  If it can export that way, I wish it could import that way!  Would be so helpful!
November 10, 2018

Yes, I agree.  All of the properties of an account should be importable including inheritance.  I suppose this means we'd have to make sure accounts were added in a correct order so that the prerequisite account existed before the sub-account was created, but I'm fine with that.

November 12, 2018

Yep i am seeing the same issue trying to import chart of accounts with subaccounts.

Doesn't make sense that Y/N for subaccount field and related account value cannot be addressed in the Mappings section of Account Import Utility. Subaccount is a critical data element. It's bad enough that the account number field length is maxed at 7 characters.

November 28, 2018
March 22, 2019

There is a way in the desktop version that may also work in QBO.

 

If your parent account is titled "Name", sub accounts should be entered in the spreadsheet as "Name: Sub Account". This will import everything after ":" as title of sub account and auto categorize to parent account.

 

 

 

November 16, 2020

I had no issue importingt sub accounts.  Name that is imported must be formatted to have a colon between account and sub account but that's easy to do in excel with concetenation.  This did NOT work for grandchildren accounts, or sub sub accounts which I use a fair number of in restaurant accounting.  If anyone has a solution there, lmk.  Thanks, Adam