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Level 1

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

 
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Best answer 03-12-2018

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Highlighted
Moderator

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Hi there, @hmatthes,

 

I'm glad to see you here in QuickBooks Community. Let me share a few information about IIF files and how to create and import them in QuickBooks Pro 2018.

 

Intuit Interchange Format (.IIF) files are ASCII text, TSV (Tab-Separated Value) files that QuickBooks Desktop uses to import or export lists or transactions. This type of file makes it easier to record lists/transactions especially if you have large amount of data to be imported.

 

You can create an IIF file from scratch. It would be best to seek assistance from an IT professional since this involves formatting delimited text files. For more information, you can check this article: https://community.intuit.com/articles/1501233

 

You export the Chart of Accounts to Excel and remove/add accounts, then import the Excel file into QuickBooks Desktop. Here's how to export the COA to Excel:

 

1.    Click the Lists menu.
2.    Select Chart of Accounts.
3.    Click the Report drop-down menu at the bottom.
4.    Select Account Listing.
5.    Click the Excel button and follow the on-screen instructions.

 

After that, you can follow the same steps provided by @MorganB (If you happen to be a QuickBooks Desktop user, here's how you can import accounts from Excel).

 

I've added this article if you ever need a reference. I'll be here if you have additional questions. 

View solution in original post

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Content Leader

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Hi there money1950,

 

Thanks for posting here in the Community. I'm glad to lend a hand with your chart of accounts.

 

If you're using QuickBooks Online here's how to import an already-existing chart of accounts:

 

1. Select the Gear icon in the top right corner.

2. Choose Import Data.

3. Click the Accounts box.

4. Select Browse and pick your file.

5. Click Next.

6. Complete the mapping process and then finish the import.

 

(*This method will only add to the standard Chart of Accounts within the system, not override it completely.)

 

I've got an article for you that explains the ins-and-outs of importing a chart of accounts. You can check it out here: https://community.intuit.com/articles/1207171-importing-a-chart-of-accounts.

 

If you happen to be a QuickBooks Desktop user, here's how you can import accounts from Excel:

 

1. Click Lists in the top navigation bar.

2. Choose Chart of Accounts.

3. Select the Account drop down arrow in the bottom of the window.

4. Click Import from Excel.

5. Choose the desired file and click Import.

 

This will help you out. Keep up the great work and please don't hesitate to contact me if you have any other questions.

 

 

Highlighted
Anonymous
Not applicable

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Hey @money1950,

 

I am curious about which accounts you want to replace. The existing CoA many asset, liability and equity accounts available.

 

Do you simply want to rename them? Or is there something very specific you need to track?

 

 

Highlighted
Level 1

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

How do I do this with QB Pro 2018 on PC? The CoA window has the option butthe iport window does not! And I can not find anything anywhere. What is a "IIF" file and how do I create one from Excel?
Highlighted
Moderator

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Hi there, @hmatthes,

 

I'm glad to see you here in QuickBooks Community. Let me share a few information about IIF files and how to create and import them in QuickBooks Pro 2018.

 

Intuit Interchange Format (.IIF) files are ASCII text, TSV (Tab-Separated Value) files that QuickBooks Desktop uses to import or export lists or transactions. This type of file makes it easier to record lists/transactions especially if you have large amount of data to be imported.

 

You can create an IIF file from scratch. It would be best to seek assistance from an IT professional since this involves formatting delimited text files. For more information, you can check this article: https://community.intuit.com/articles/1501233

 

You export the Chart of Accounts to Excel and remove/add accounts, then import the Excel file into QuickBooks Desktop. Here's how to export the COA to Excel:

 

1.    Click the Lists menu.
2.    Select Chart of Accounts.
3.    Click the Report drop-down menu at the bottom.
4.    Select Account Listing.
5.    Click the Excel button and follow the on-screen instructions.

 

After that, you can follow the same steps provided by @MorganB (If you happen to be a QuickBooks Desktop user, here's how you can import accounts from Excel).

 

I've added this article if you ever need a reference. I'll be here if you have additional questions. 

View solution in original post

Highlighted
Level 1

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Thanks, it's really helpful 

Highlighted
Level 1

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Is there any special formatting needed for uploading a chart of accounts in quick books desktop? What about opening balances of all the accounts?

Highlighted
Moderator

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Hi there, @mntravers.

 

Thank you for posting in the Community.  I'd be happy to help share some information about importing Chart of Accounts in QuickBooks Desktop. 

 

When importing Chart of Accounts using an IIF format, QuickBooks formats the file for you. Also, it allows you to import the account beginning balances. 

 

For more details about this, I recommend checking these articles about importing the IIF files: Export or import IIF files.

 

Also, you can download and install the .IIF import kit as a reference for creating and working with .IIF import files. Moreover, you can download a sample .IIF file to practice or use as templates for importing transactions into QuickBooks.

 

You can check these articles for more information: 

These resources should help to get you back on track.

 

Drop me a comment below if you have any other questions about importing Chart of Accounts in QuickBooks Desktop. I'll be happy to help you out. 

Highlighted
Level 1

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Hi I did the export from Desktop QB of COA and notice there are dots after removing dashes.  I went to upload and working with the support line and was told I would have to manually move the dots.

 

Not impressed at all with quickbooks help.  Can you upload a trial balance into quickbooks online.  I am getting many mixed responses.  The last help call was no.

 

Very limited knowledge at Quickbooks support.

 

 

Highlighted
Moderator

Can I import and override the Chart of Accounts that was provided with QB on line with an accounti

Hey there, kh21.

 

Importing trial balance into QuickBooks isn't currently an option for now so it has to be entered manually. The list that you can import are the following:

 

  • Customers and customer: jobs
  • Classes
  • Payment methods
  • Budgets
  • Price levels
  • Chart of Accounts
  • Employees
  • Vendor types
  • Items
  • Shipping methods
  • Notes

You can get more insights in these articles:

 

Please let me know if you have any other QuickBooks questions. Have a great day.

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