Setup a chart of accounts in QuickBooks [Step-by-Step]

by Sophia Martin Accounting and Bookkeeping

QuickBooks is an amazing accounting software, designed by the Intuit Inc. This software is packed with some amazing features, but the QuickBooks users at times face difficulty in using each and every feature. One such feature is importing the how to set up chart of accounts in QuickBooks. In this blog, we will be discussing the process to import the charts of accounts into the QuickBooks desktop. Thus, read this article carefully, or you can also talk to our executives for further information, by dialing our toll-free number +1-800-761-1787. Our QuickBooks support team will assist you to resolve all your QuickBooks associated issues in a single call.

 

What you require to import the files?

·         The basic requirement is that the import file should be limit to 2 MB or 1000 rows per import.

·         Also, all the columns must include the headings.

·         The next requirement is that the file must be in Excel or CSV format and also must have Account Type and name fields.

·         The user can import the sub-accounts by simply using the parent account name.

Steps involved in importing the charts of accounts into QuickBooks

1.       To begin with, the user is required to log in to the QBO account.

2.       After that, tap on to the gear icon that is on the top right corner of the page.

3.       The next step is to click on the Import Data.

4.       Once done with that, the user is required to tap on the Chart of Accounts icon.

5.       Now, tap on the link that says Download a sample file.

6.       And then, open the downloaded file and then clear the sample data.

7.       Once done with that, the user is required to copy the data in one column at a time, and you are good to go.

 

We hope that this blog might be of some help to you. However, if the user has any doubts, then he /she can get in touch with our QuickBooks support team by dialing our toll-free number +1-800-761-1787. We own a pool of certified QuickBooks ProAdvisors, who are available round the clock to provide the finest possible service to the QuickBooks users.

You may also see: How to Troubleshoot QuickBooks Payroll Error 15203?

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Created on May 3rd 2024 05:51. Viewed 48 times.

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