Thank you for considering importing your Chart of Accounts (COA) into QuickBooks Online (QBO) for efficiency, @IT_Fiona. I'm here to assist you with any issues you may encounter during the import process.
When importing your COA, please note that accounts with existing balances may carry over those balances into QBO. If duplicate accounts occur due to importing, you have the option to merge them in order to prevent duplication and maintain accurate records.
Here are the steps to merge duplicate accounts:
- In your company, head to the Gear icon ⚙ and choose Chart of accounts.
- Look for the duplicate account (one you won't keep).
- Press the dropdown ▼ in the Action column and choose Edit.
- Edit the Account name (Name), and Tax form section (Detail Type) so the duplicate's information exactly matches the one you wish to save.
- Click Save and Yes, merge accounts to confirm the action.
For further guidance, you can refer to this resource: Merge duplicate accounts, customers, and vendors in QuickBooks Online.
Regarding setting up sub-accounts and sub-sub-accounts in your COA during the import process, add it in the Account Name column in this format: Main account: subaccount—for example, Utilities: Gas. See the table for more examples of how to format subaccounts.
To give you more insights about the process of importing the Chart of account, check out this article: Import your chart of accounts to QuickBooks Online.
I've added this article for your future reference: Customize Reports In QuickBooks Online.
Feel free to reach us if you have further concerns about managing your accounts. You're always welcome in the Community.
