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DanaGage
Level 1

Can I upload a chart of accounts to add to my existing accounts? Or does the upload replace the existing accounts?

 
1 Comment 1
MariaSoledadG
QuickBooks Team

Can I upload a chart of accounts to add to my existing accounts? Or does the upload replace the existing accounts?

Yes, you're right, you can upload your accounts and I'm here to guide you on how DanaGage.

 

At the time you set up your company, QuickBooks customizes your chart of accounts. You can import spreadsheets from another QuickBooks Online or Desktop account. But first, you'll have to format your spreadsheet so you can successfully do the import: 

  1. Open your existing spreadsheet of accounts or create a new one. Or, export your chart of accounts from another QuickBooks company.
  2. Make sure you have these columns in your spreadsheet:
    • Account Name
    • Type
    • Detail Type
    • Number
  3. If you organize your accounts by number, add an Account Number column. Or skip this if you don’t use account numbers.
  4. If you have a sub-account, add it in the Account Name column in this format: Main account: sub-account. For example, Utilities: Gas. See the table below for more examples of how to format sub-accounts.
  5. If it looks correct, save your spreadsheet in Google Sheets, Excel, or CSV format.

 

Once done, upload your spreadsheet. Here's how: 

  1. Sign in to QuickBooks Online.
  2. Select Settings ⚙. Then select Import Data.
  3. Select Chart of Accounts.
  4. To upload a file from your computer, select Browse and choose the file. Then select Open.
  5. Or, to upload from Google Sheets, select Connect to sign in to your Google account. Choose the correct file, and then Select.
  6. Select Next.

 

Then, you can now import your chart of accounts. To do this, follow the steps below:

  1. If you haven’t yet, be sure to add types and detail types. Focus on getting the account types right first. Then, select the detail types that fit the transactions you want to track.
  2. If you see a field highlighted in red, hover over the highlighted field to see what you need to fix.
  3. Uncheck any account you don’t want to save.
  4. If everything looks good, select Import.

 

Please know that the process will only add your chart of accounts and doesn't override them. For more details, go over on this article: Import Your Chart Of Accounts To QuickBooks Online.

 

For more information, you can run basic financial reports to show the information you need. Then customize them to show specific data in the right place. I've added this article for your reference: Customize Reports In QuickBooks Online

 

Please touch base with us if there's anything else that you want about uploading chart of accounts. We're here to further assist you.

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