How To Import Chart Of Accounts QuickBooks
Once you are fully engrossed in QuickBooks, you cannot leave Chart of Accounts that is required to be maintained in some other format. You will surely desire everything to be imported to QuickBooks, right? QuickBooks Charts Of Accounts is a mirror of company earning & expense and play crucial role in tax calculation . A number of situations come when the user wants to import COA into QB, like from switching from QuickBooks Desktop to online version vice versa, or migrating QB from the old computer, workstation to new one. Sometimes a user wants to merge two or more company file in a single QB file in such situation COA need to be imported in a proper manner.
How To Import QuickBooks COA In CSV, Excel
Here is how you do it:
Process 1: Export COA to Excel And then import to QB
- Select the Lists menu
- Click Chart of Accounts
- Choose Report drop-down available at the bottom
- Click on Account Listing
- Click the Excel button
- Follow the instructions that prompt on the screen
Process 2: Import existing COA using QuickBooks Online
- Choose the Gear icon available in the top right corner of the screen
- Click Import Data
- Select Accounts box
- Click Browse
- Choose the file to be imported
- Click Next
- Map the fields
- Finish the import
Process 3: Import COA using Excel or CSV file
Step I: Prepare your spreadsheet
- Open the existing spreadsheet or create a new one or you can also export it from other sources.
- Have columns, including Account Name, Account Type, and Detail Type
- Organize the accounts using numbers
- Also, add an Account Number column
- Even if you have a subaccount, you can add it in the Account Number column in a format – Main account: Subaccount (Facilities – Hotel)
- Save your sheet in Excel or CSV format
You can also find detailed instruction for QuickBooks Import CSV file step by step process .
Step II: Upload the spreadsheet
- Log in to QuickBooks Online company
- Move to Settings
- Choose Import Data
- Now choose Chart of Accounts
- Click Browse
- Select the Excel sheet or CSV file
- Click Next
Step III: Map the fields
- In each of the field column, you will have a small arrow
- Map the fields with the QuickBooks fields i.e. Detail Type. Account Name, Account Number, and Account Type
- Choose No Match for any field that doesn’t exist in your original file
- Click Next
Step IV: Import the Chart of Accounts
- Check verify and review the details properly as you will have the import summary in front of you
- If any of the fields are marked in Red, fix the issue to remove the highlight
- You can uncheck the account, the details of which you don’t want to see
- Click Import
Step V: Review the COA & start entering opening balances
- Go to Settings
- Select Chart of Accounts. Review the imported data
- To proceed with entering opening balances, find the bank or credit card account
- In the Action field, choose the small arrow
- Click Edit
- In the As of date space, QB asks when you want to start with. Set the start date
- Choose the amount on the said date and fill it up in the Balance text
- Click Save
- Close the window
Importing Charts Of Accounts QB Failed
You can download the sheet in QB when you require it. The steps are properly mentioned. However, if you get stuck anywhere while QuickBooks import of COA, connect with experts available 24*7 on QuickBooks Support Number for assistance.
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