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Best answer November 09, 2020
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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:
- Click the List menu, then choose Chart of Accounts.
- Choose Import from Excel.
- Browse for your spreadsheet file.
- Select an account mapping option.
- Click Import.
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.
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:
- Select the Lists menu, then choose Chart of Accounts.
- Mark the Include inactive tick box.
- Select the Account dropdown and then click Re-sort List.
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.
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:
- From the Chart of Accounts window, select the account you want to copy.
- Click the Edit menu and select Copy Account. Alternatively, you can utilize the shortcut keys (CTRL + C).
- 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.
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.
- Click the Account drop-down arrow.
- Enter a keyword.
- Click the account from the list.
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.
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:
- Click the List menu, then choose Chart of Accounts.
- Choose Import from Excel.
- Browse for your spreadsheet file.
- Select an account mapping option.
- Click Import.
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.
