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pintadrew
Level 3

Bulk Updating Account Numbers in Chart of Accounts (Not Adding New Accounts)

I’m hoping someone can confirm whether there’s a way to bulk update existing accounts in QuickBooks Online with new account numbers.

 

Here’s the situation:

  • My entity has around 1,000 accounts in the Chart of Accounts.
  • Almost none of them currently have account numbers.
  • I’ve already built an Excel file that assigns account numbers to each existing account.

 

I know about the “Batch Edit” feature in the Chart of Accounts, which does make editing easier, but it still requires me to copy and paste each account number one by one into QuickBooks. That’s not what I’m looking for.

 

When I try to use the import/upload feature, it only seems to add new accounts, not update existing ones.

 

Right now, our fallback plan is to have someone spend the next week or so updating all 1,000 accounts manually, but before we go that route, I wanted to check if there’s a better, true bulk update method available.

 

Has anyone found a reliable way to do this?

1 Comment 1

Bulk Updating Account Numbers in Chart of Accounts (Not Adding New Accounts)

Hi there!

 

Unfortunately, QuickBooks Online doesn’t currently support bulk updating existing Chart of Accounts records through import. The Import feature can only add new accounts — it can’t overwrite or map to existing ones by name or account number.

 

The “Batch Edit” option in the Chart of Accounts list is the only native tool that allows inline edits for multiple accounts at once, but each field (including account number) must still be entered manually.

 

If you’re comfortable with third-party tools, some QuickBooks data utilities (such as Transaction Pro) can export, edit, and re-import list data with mapping that updates existing accounts — but always back up your file first, as those tools interact via the API and can’t be undone easily.

 

Our firm, Lend A Hand Accounting LLC has an Expert QuickBooks API Developer on the Leadership Team!

  • So technically, yes - bulk updating via API is possible: but: It requires a script or connector that loops through your accounts with the corresponding IDs from your Excel file.
  • QuickBooks Online UI and import tools don’t expose this capability.
  • You’d need either a custom integration (via the QBO API and OAuth 2.0 authentication) or a third-party app that supports updating account list data (like Transaction Pro, which is essentially an API wrapper).

 

For now, a manual update is the only supported approach within QuickBooks Online itself.

 

–– Regina Pitts – Advanced Certified QuickBooks Online ProAdvisor

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