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Level 3

copy and pasting from the chart of accounts

how do you past when you copy in QP 

in the edit

it says copy acct

so i copy 

now how do i past that line so i can edit it 

Solved
Best answer November 09, 2020

Best Answers
QuickBooks Team

copy and pasting from the chart of accounts

Hello, lrhmail451.

 

There's no need to call and I'd like to clarify and elaborate more on the Copy Account function. 

 

The Copy Account function only works for the account name, not the entire line. We use it to paste multiple account names on transactions such as journal entries and other forms. 

 

Also, we're unable to use it to create a new account in the Chart of Accounts. The reason being is that it's a list menu, and not an edit window. Although, you can paste the account name in the Add new account window when making a new account. 

 

Instead, you'll want to use the import function to add new accounts in the Chart of Accounts. You can check this article for a guide in using the Standard and Advanced Import features: Import or export MS Excel files.

 

You can also use the Import from Excel function. Though, you might have to format and create your own Excel spreadsheet file for the new accounts: 

  1. Click the List menu, then choose Chart of Accounts.
  2. Choose Import from Excel
  3. Browse for your spreadsheet file.
  4. Select an account mapping option.
  5. Click Import.

 

Importfromexcel.PNG

 

You're welcome to visit our articles if you need help reconciling your bank accounts, managing customers, editing your lists ,etc.. Check them out here

 

I'm up to answer other questions you might have for QuickBooks Desktop. Add your details in the reply section below again and I'll get back to you as soon as possible. 

View solution in original post

8 Comments
QuickBooks Team

copy and pasting from the chart of accounts

I’m here to help you out, @lrhmail451.


Can you clarify to me the line you’re referring to? This way, I can provide the most accurate resolution.


If you've encountered an issue on your Chart Accounts, we can utilize the Re-sort List feature to fix them. Please know that it’ll make your lists go back to their default order. So if you’ve manually changed their order, re-sorting will undo these changes.


Here’s how:

 

  1. Select the Lists menu, then choose Chart of Accounts.
    Capture.PNG
  2. Mark the Include inactive tick box.
  3. Select the Account dropdown and then click Re-sort List.
    Capture 1.PNG

You might want to visit our support page, where you’re able to get extra knowledge and tips on how to manage QuickBooks. I’m sure you’ll find it helpful.

 

Otherwise, additional details or screenshots can help us determine the best solution for you. Just press the Reply button below for any updates. I’ll get back to you as soon as I can.

Level 3

copy and pasting from the chart of accounts

here is what i am trying to do

copy account

then 

past account

 

 

but this can help with all copy and past function in QB

it says copy 

but how do you past in back

 

 

do you need to create space first 

do you input some kind of way 

how do you work the copy and past function when you copy a line in the chart of accounts

and in the journal section

when you have more then one line item to write

QuickBooks Team

copy and pasting from the chart of accounts

Thanks for keeping in touch with us here, @lrhmail451. I'm here to share with you the detailed steps in copying and pasting accounts in QuickBooks Desktop.

 

To paste the account in the journal entry, you'll have to click the Account field first, then paste it. The steps below will ensure your success with this:

 

  1. From the Chart of Accounts window, select the account you want to copy.
  2. Click the Edit menu and select Copy Account. Alternatively, you can utilize the shortcut keys (CTRL + C).
  3. To paste it in the journal entry, you'll have to click the Account field first, then click the Edit menu and select Paste Account or press CTRL + V.
    Capture.JPG


You can also check out our list of keyboard shortcuts to make you more efficient at doing certain tasks on QuickBooks Desktop.

As another option, you can select the desired account from the drop-down list, so you don't have to go back and forth from the Chart of Accounts.

 

  1. Click the Account drop-down arrow.
  2. Enter a keyword.
  3. Click the account from the list.
    Capture.JPG


We also have an helpful guide on creating journal entries. It has the instructions on how to add, edit, reverse, and delete a journal entry.

Should you need further assistance with anything about QuickBooks, please let me know in the comment section. I'm always here to help. Have a wonderful day.

Level 3

copy and pasting from the chart of accounts

i want to know how to copy the entire line not whats in a column

and what you showed me is for doing journal entries 

 

you never address how to copy in the chart of account section 

how do i copy an account in the chart of acct so i may use it to make a new acct that is almost the same except name and acct #

 

 

look at the file for journal entry

look at the file for chart of accts

QuickBooks Team

copy and pasting from the chart of accounts

Hello there, @lrhmail451.

 

I'm here to help with exporting or copying your Chart of Accounts. With QuickBooks Enterprise we have Utilities that assist with tasks like these. They would be Export and Import. The first step is exporting the Chart of Accounts.

 

Step 1: Exporting a List

  1. Go to File menu, then select Utilities
  2. Select Export, then Lists to IIF Files.
  3. Select the list you want to export,(which is Chart of Accounts) then select OK.
  4. Browse the location where you want to save your file and select Save.

 

Now that we have copied the Chart of Accounts, we can import the list.

 

Step 2: Import the list

  1. Sign in to your company file as Administrator.
  2. Switch to single-user mode.
  3. Go to the File menu, then select Utilities.
  4. Select Import, then IIF Files.
  5. Import the Chart of Accounts.

 

I've also added an article to help you export your old data to your new data file in QuickBooks Desktop.

 

If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be happier to help. Take care, and have a good day.

Level 3

copy and pasting from the chart of accounts

no one it getting what i want to do 

makes me think it can not be done but 

 

i even did print screens

maybe i can not or do not know how to explain myself but im not an IT person or i would have this done already

 

if someone truly wants to help me then call to me xxx xxx xxxx

QuickBooks Team

copy and pasting from the chart of accounts

Hello, lrhmail451.

 

There's no need to call and I'd like to clarify and elaborate more on the Copy Account function. 

 

The Copy Account function only works for the account name, not the entire line. We use it to paste multiple account names on transactions such as journal entries and other forms. 

 

Also, we're unable to use it to create a new account in the Chart of Accounts. The reason being is that it's a list menu, and not an edit window. Although, you can paste the account name in the Add new account window when making a new account. 

 

Instead, you'll want to use the import function to add new accounts in the Chart of Accounts. You can check this article for a guide in using the Standard and Advanced Import features: Import or export MS Excel files.

 

You can also use the Import from Excel function. Though, you might have to format and create your own Excel spreadsheet file for the new accounts: 

  1. Click the List menu, then choose Chart of Accounts.
  2. Choose Import from Excel
  3. Browse for your spreadsheet file.
  4. Select an account mapping option.
  5. Click Import.

 

Importfromexcel.PNG

 

You're welcome to visit our articles if you need help reconciling your bank accounts, managing customers, editing your lists ,etc.. Check them out here

 

I'm up to answer other questions you might have for QuickBooks Desktop. Add your details in the reply section below again and I'll get back to you as soon as possible. 

View solution in original post

Level 3

copy and pasting from the chart of accounts

ANSWER AT LAST 

HALLELUJAH

THERE IS A "FATHER" / "GOD"

 

 

THANKS

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