when importing a chart of accounts can you import the sub and parent account information at that time?

Great question, Queinnacct. Yes, you can import parent and sub-accounts in QuickBooks Online (QBO) by formatting your spreadsheet correctly.

Whether you are using an existing spreadsheet, creating a new one, or exporting your chart of accounts from another QuickBooks company, ensure you have these columns first:

• Account Name
• Type
• Detail Type
• Account number (optional)

Once done, format the sub-account by using a colon (:) to separate the parent account from the sub-account. Example: Main Account: Sub-Account or Utilities: Gas.

For more examples of how to format subaccounts, please refer to the table in this article: Importing your Chart of Accounts to QBO.

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Hi there, @queinnacct.

I just wanted to check if the resolution we provided helped you import the Chart of Accounts in QuickBooks.

Please let me know if everything is now working as expected or if you’re still experiencing any problems.

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