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JanJaw
Level 3

Copy Chart of Accounts to reuse avoiding setting up each account individually Desktop

We are a laboratory and receive research grants.  Approximately 35 - 40 accounts are common for each grant.  I simply change the numbers by a digit to distinguish between them.  Can I copy these accounts somehow in bulk and change only their numbers to avoid setting up each individual account? I have QB Desktop.  I believe I did this before but cannot remember how, also I can't seem to phrase my question properly to find answers on this forum.  

2 Comments 2
Candice C
QuickBooks Team

Copy Chart of Accounts to reuse avoiding setting up each account individually Desktop

Good afternoon, @JanJaw

 

It's great to see you back in the Community. Let me give you some insight into this issue. 

 

To ensure nothing wrong happens to your chart of accounts (like duplications, etc), doing this action manually would be the best option. 

 

I can send in feedback to our Product Developers on your behalf, to consider improving this in the future. You can keep up with what's new in the system by using our Blog site

 

I hope this helps answer your question. Don't hesitate to come back if you have any other concerns. Take care!

Fiat Lux - ASIA
Level 15

Copy Chart of Accounts to reuse avoiding setting up each account individually Desktop

@JanJaw 

Use the exporter tool and you will get your account list with the following template

Account NameAccount TypeDescriptionNumberBank Account NumberIs Active
Bank of America BankOperating Account1050012345Y
Misc ReceivablesOther Current AssetMiscellaneous Receivables12050 Y
Misc PayablesOther Current LiabilityMicellaneous Payables24200 Y
SalesIncomeSales40050 Y
Misc ExpensesExpenseMiscellaneous Expenses50150 Y

 

modify it as required and use the importer tool to proceed

https://get.transactionpro.com/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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