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fralexi
Level 1

Can i transfer my chart of accounts from qb desktop to qb online?

i saved the chart of accounts to excel but it still didn't do it
1 Comment 1
AlexV
QuickBooks Team

Can i transfer my chart of accounts from qb desktop to qb online?

Let me assist you regarding the Chart of Accounts, fralexi.

 

Yes, you can transfer them to QuickBooks Online. All we need to make sure is that we format your Excel correctly so you can import the file to QuickBooks.

 

The file must have these columns:

  • Account Name
  • Account Type
  • Detail Type


You can add an Account Number column if you use account numbers. For the detailed steps, here's how to import your chart of accounts to QuickBooks Online.

 

If you need help on how to bring in the bank transactions to QuickBooks Online, you'll want to check these links:

 

Comment to this thread if you have more questions. I'll be here!

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