Hi, chic316860.
When you create your company in QuickBooks Online (QBO), it automatically sets up a chart of accounts to help organize your finances. Instead of adding accounts one by one, you can save time by importing a spreadsheet with custom accounts or accounts from another QBO or Desktop file.
Before you import your file to QBO, it’s important to check that the spreadsheet is properly formatted and mapped so everything works correctly.
To upload your spreadsheet, here’s how you do it:
- Go to the Gear icon and select Import Data.
- On the Select record type, choose Chart of Accounts and click Import.
- To upload your file:
- If your file is on your computer, click Browse, locate the file, and select Open.
- If your file is in Google Sheets, click Connect to sign in to your Google account, select the correct file, and then click Select.
- Once done, click Next to proceed with the import process.
- Use the Your Field ▼ dropdown to match your file's columns to QuickBooks fields:
- Detail Type
- Account Name
- Account Number
- Type
- Choose No Match for fields without corresponding columns in your spreadsheet (e.g., Account Number), except for Account Name, which must be matched.
- If everything looks good, select Next and Import.
Additionally, download your transactions and connect your bank or credit card accounts to QuickBooks to automatically download and categorize your transactions. After that, you can review and approve them for accuracy.
If you have additional questions, add a comment below by clicking the Reply button.
