Import Chart of Accounts excel into quickbooks MAC 2021
Thank for raising your concern here in the Community space, @chad_marq. I'd be glad to help you import the CSV file of your company chart of accounts to QuickBooks Desktop for Mac 2021.
We can copy the data of your chart of accounts from the CSV file and then paste it to the Import Transaction window. I'll show you how.
On theFilemenu tab, click Import.
Choose Transactions.
From there, paste the CSV data.
Then selectSave.
Let me also share these articles for additional guidance and reference:
Please feel free to write a comment down below if you have any additional concerns or clarifications. I'll be here to assist you anytime. Have a wonderful day ahead!
Import Chart of Accounts excel into quickbooks MAC 2021
This does not seem to work. I want to import the excel or csv Chart of Accounts into QB for MAC and actually use that Chart of Accounts for the QB company. Here's a screenshot of the choices after selecting "TRANSACTIONS".
As you can see, in the attached, the selections don't apply to importing a Chart of Accounts. Any suggestions??
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