Chart of Accounts Import

wedwards915 · ‎October 06, 2022

Is there a list of all the account types and the Detailed types for each account type available anywhere? I am trying to import data from previous very detailed chart of accounts but can simplify it and make it easier to import if I know what are the options. I have tried to import with my types and detailed types but it errors and requires me to go through each account and select the appropriate type and detail for that type (not all the same) from dropdowns. Would be easier and quicker if I can get the options and fix the spreadsheet in excel before importing.

Thanks,

JenoP · ‎October 06, 2022

I'd like to jump in and offer my help to you, wedwards915.

For now, we don't have a complete list of account types and detail types for the chart of accounts. When mapping the fields, select the detail type that is closest to the account type. For example, select Cash, Checking, or Trust for Bank Account type. Meanwhile, look or Gas, Cost of Labor, or Equipment Rental for expense type of accounts.

You can also follow or download our sample spreadsheet to avoid errors when importing your list into QuickBooks Online.

Let me share these links where you can download them:

Additional guidance and references about importing and managing Chart of Accounts are shared here:

Please don't hesitate to let me now in your reply if you're able to import the list of account successfully. You can also post any other questions if you need anything else.