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info-aridesignbu
Level 1

Setting up chart of accounts in desktop from QBO?

I tried to export QBo to desktop. Failed. Hours wasted. I now what to set up the chart of accounts in desktop. What do I need to do this? Thanks
2 Comments 2
AbegailS_
QuickBooks Team

Setting up chart of accounts in desktop from QBO?

Hi there, @info-aridesignbu.

 

I understand it can get frustrating when something isn't working the way we wanted to be.  I'm here to help you set up your chart of accounts in QuickBooks Desktop. 

 

QuickBooks automatically adds accounts to your chart of accounts that are appropriate for your business when you create a company file.

 

To add a new account, you can follow these steps below:

 

  1. Go to the Lists menu, then select Chart of Accounts
  2. From the Account ▼dropdown, select New.
  3. Select an account type, then select Continue.
  4. Complete the account details.
  5. Select Save & Close.

 

Check out this article for more information: Create, edit, or delete account in QuickBooks.

 

Additionally, if you want to add more accounts if you need to track other types of transactions, you can check out this article : Different account types you can add to your QuickBooks chart of accounts.

 

To learn more about how the Chart of accounts works in QBO and QBDT, you may find this article interesting: Understand the chart of accounts in QuickBooks

 

Let me know if I miss something or if you need further guidance with the steps. I'll be right here if you need anything else. Have a good one!

Fiat Lux - ASIA
Level 15

Setting up chart of accounts in desktop from QBO?

@info-aridesignbu 

What do you mean by "failed"? Make sure you have QBO US version. If you are using QBO-non US version, you have to convert your data as the first step.

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