cancel
Showing results for 
Search instead for 
Did you mean: 
jasper-l
Level 2

How to amend the existing chart of accounts listing by providing additional information like "Account Number"?

 
6 Comments 6
Rajanikanth
Level 6

How to amend the existing chart of accounts listing by providing additional information like "Account Number"?

Hi,jasper-l

First, you enable the Chart of accounts numbers from the company settings

Click the Gear icon > Your Company > Account and settings > Advanced tab > Chart of accounts >

 checkmark Enable account numbersShow account numbers  > Save and Done.

 

Move to the Chart of Accounts > right header section click the pencil icon > enter details and Save.

 

Comment back for further clarifications. 

jasper-l
Level 2

How to amend the existing chart of accounts listing by providing additional information like "Account Number"?

Dear Raja,

 

Thanks for the clarification.

 

May I know if there is anyway to upload the account number by way of template instead of manually key in one-by-one?

MaryAnn_E
QuickBooks Team

How to amend the existing chart of accounts listing by providing additional information like "Account Number"?

Thanks for your response, @jasper-l.

 

By importing your chart of accounts, you can upload it together with the account number using a spreadsheet in Excel or CSV file format. Let me provide you the steps on how to upload the file in QuickBooks.

 

Here’s how:

  1. Sign in to your QuickBooks Online.
  2. Go to the Gear icon.
  3. Select Import Data.
  4. Choose Chart of Accounts.
  5. Tap Browse. Then, find and select the spreadsheet you saved.
  6. Hit Next.

 

I’m also including this article that provides additional information on using a spreadsheet to import your accounts and skip manual entry: Move your chart of accounts to QuickBooks Online.

 

Let me know how it goes, @jasper-l. Please click the Reply button below if there's anything else I can do for you, I'm always here to help.

Rajanikanth
Level 6

How to amend the existing chart of accounts listing by providing additional information like "Account Number"?

Dear  jasper-l 

If you already created the chart of accounts you need to enter details one by one

if you are in the process of creating a chart of accounts use Excel or CSV file to upload

Also, note QBO won't allow you to upload duplicate accounts and the number of digits for account numbers need to be similar.

jasper-l
Level 2

How to amend the existing chart of accounts listing by providing additional information like "Account Number"?

Dear all,

 

Thanks for the feedback.

 

Since  there is already existing chart of account, means I have no choice but to enter manually one by one for the classification of each account name.

 

Was thinking if Quickbooks do provide the function of import the existing data for any amendment, it will prove greater help and ease of convenience.

 

TQ

GraceC
QuickBooks Team

How to amend the existing chart of accounts listing by providing additional information like "Account Number"?

Hello there, @jasper-l.


Yes, you can import your chart of account in QuickBooks Online. Let me share with you about this.

 

When you set up your company, QuickBooks customizes your chart of accounts for you. But if you need to, you can move over custom accounts or your existing accounts. In the meantime, make sure to import these columns in your spreadsheets.

  • Account Name
  • Account Type
  • Detail Type

Also, you can download our sample spreadsheet if you need more examples. Then, match your fields to QuickBooks Online fields.

 

For more insights, you can check this link: https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/move-your-chart-of-accounts-to-q...

 

Feel free to reach us back if you have further question about this matter. We're always here to help. Have a great day.

 

 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us