Chart of Accounts - Parents & Subs

Michael1537 · ‎August 15, 2020

I think I already know the answer to this question, but I'll ask anyway:

Is there a way to designate Parent/Sub accounts in the COA when importing/exporting the COA?

Jen_D · ‎August 15, 2020

Yes, you're able to map your CSV file to import sub-accounts in QuickBooks Online. All you need to do is add the sub-level account under the Account Name column. See the format here:

For mapping samples, click this link to download our sample spreadsheets. Once you're ready, follow these steps to start the import process:

Go to Settings ⚙ and then Import Data.
Choose Chart of Accounts, and then Browse.
Then, find and select the spreadsheet you saved.
Select Next.

To learn more about this process, check out the following articles:

Let me know if you have other questions about this. I'll be right here to help you anytime. Have a nice day!

View solution in original post

Jen_D · ‎August 15, 2020

Hi there, @Michael1537,

Yes, you're able to map your CSV file to import sub-accounts in QuickBooks Online. All you need to do is add the sub-level account under the Account Name column. See the format here:

For mapping samples, click this link to download our sample spreadsheets. Once you're ready, follow these steps to start the import process:

Go to Settings ⚙ and then Import Data.
Choose Chart of Accounts, and then Browse.
Then, find and select the spreadsheet you saved.
Select Next.

To learn more about this process, check out the following articles:

Let me know if you have other questions about this. I'll be right here to help you anytime. Have a nice day!

Michael1537 · ‎August 15, 2020

Thank you, but I'm on QBO...NOT Desktop...But I think I do have it figured out...Thanks, again!

Michael1537 · ‎August 15, 2020

Thank you but I'm on QBO...NOT Desktop...But I think I have it figured out...Thanks, anyway!

robyn23 · ‎July 08, 2022

Hi There!

I'm working in QBO. I want to download the Chart of Accounts from one company and upload it to a new QBO file. I want the sub-accounts to automatically link. From what I understand from the above, this is possible.

Is the correct divider - or : ?

For example

ABOVE THE LINE:Production

Or

ABOVE THE LINE-Production

Whereas, Production G/L account would be a sub-account of ABOVE THE LINE G/L account.

Thanks for your help.

Modern Dwellings · ‎October 20, 2022

I believe the colon works to separate parent and child.

Topics

Training

Community

Resources

Chart of Accounts - Parents & Subs