Thanks for coming back, neal-vipo-int-co.
We can import your chart of accounts using an Excel CSV file. Here's how to format your spreadsheet so you can import it to QuickBooks:
- Open your existing spreadsheet of accounts or create a new one.
- Make sure you have these columns in your spreadsheet: (Account Name, Type, Detail Type, and Number). 0p-0-
- If you organise your accounts by number, add an Account Number column.
- If you have different currency accounts, add a Currency column. We'll need to have turned on multi-currency to import set up accounts using a different currency. Multi-currency is only available in QuickBooks Online Essentials or Plus, skip this if you do not use multiple currencies.
- If you have a sub-account, add it in the Account Name column in this format: (Main account: sub-account).
- If it looks correct, save your spreadsheet in Excel or CSV format.
For the detailed steps, check out this article: Import your chart of accounts to QuickBooks Online. Also, we can import the following information to QuickBooks Online:
- Bank Transactions
- Customers
- Suppliers
- Chart of Accounts
- Products and Services
- Invoices
- Bills
- Journal Entries
Here's an article you can refer to for more details about common questions about importing data to QuickBooks Online. Feel free to browse this link here if you need help with other tasks in QuickBooks. It'll route you to our general topics with articles on managing your business.
Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. You have a good one.
