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Michael1537
Level 2

Chart of Accounts - Parents & Subs

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?

Solved
Best answer August 15, 2020

Best Answers
Jen_D
Moderator

Chart of Accounts - Parents & Subs

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:
mon.PNG

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

 

  1. Go to Settings ⚙ and then Import Data.
  2. Choose Chart of Accounts, and then Browse.
  3. Then, find and select the spreadsheet you saved.
  4. 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

3 Comments
Jen_D
Moderator

Chart of Accounts - Parents & Subs

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:
mon.PNG

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

 

  1. Go to Settings ⚙ and then Import Data.
  2. Choose Chart of Accounts, and then Browse.
  3. Then, find and select the spreadsheet you saved.
  4. 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

Michael1537
Level 2

Chart of Accounts - Parents & Subs

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

Michael1537
Level 2

Chart of Accounts - Parents & Subs

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

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