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Join nowI mean will I over write the existing account with balances to 0.00 if I import my new chart of accounts in the format that I want them to be or if the account has the same name and number do I bring over the balance with the new chart of accounts
what is the procedure to inport a new chart of account when the old one has balances
does the system keep accounts that has a balance or will that account assume the right balance if you have it set up in the new chart of accounts as being part of a sub account
It depends on the method used when importing the file, lrhmail451.
If you're importing data using an Excel file, you're given these options when duplicate elements are detected:
Follow these steps to access these options:
Let me share this article with you for additional details: Import or export MS Excel files.
If you're using an IIF file, QuickBooks will detect that part of the list you're importing is a duplicate line and will be either be added as a separate line or rejected. Please see these articles for more details:
Reach out to us again anytime you have other concerns or follow-up questions when updating your Chart of Accounts. We'd love to jump right in and offer our help again.
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