Candice C
QuickBooks Team

Install

Good Afternoon, @CFOSecrets

 

You can export each chart of account to Excel to save the file as a CSV so that you can upload it into the other company account. It's a simple process. 

 

Here's how: 

 

Export each Chart of Account

 

  1. Open the QuickBooks Online (QBO) account that already has the chart of accounts listed. 
  2. Go to the Accounting tab. 
  3. Select the Chart of Accounts portion. 
  4. In the "Action" section, click View Register

 

 

        5. Press the Export to Excel icon above the Open Balance column. 

 

 

After it's exported to Excel, save the information as a CSV file. 

 

Import an Excel CSV file into QBO

 

  1. Open the new company account. 
  2. Go to the Gear (Settings) icon in the top right-hand corner. 
  3. Under "Tools," choose Import data

 

 

       4. Tap the Chart of Accounts option. 

 

 

       5. Follow the rest of the on-screen instructions to successfully import a chart of account. 

 

Do these steps for every chart of account that's listed in your QuickBooks Online account. Learn more about moving your chart of accounts into QuickBooks Online through this link. 

 

Let me know if this helps. I want to make sure all of your concerns are addressed. Take care!