Steps to Import your Charts of Accounts into QuickBooks Desktop

by Devin Smith Technical Support Expert

Want to learn the process to import your chart of accounts into QuickBooks desktop? Here is a complete guide to successfullyimport charts of accounts into QuickBooks desktop. Importing a chart of accounts is additive, the import will add accounts to the existing chart of accounts, but won’t remove any duplicate or QuickBooks online default accounts.

If you are interested in importing charts of accounts into QuickBooks desktop, make sure to read this post till the end, or you can also contact our team professionals.

Requirements to import the files in QuickBooks desktop

The following are the requirements to import the files that you need to follow:

· The import file size should be limit to 2 MB or 1000 rows per import

· The file must be in excel or CSV format and must have account type and name fields

· The users can import sub accounts by using the parent account name

· All columns must include headings

Steps to import charts of accounts in QuickBooks

The user can perform the following steps, to import the charts of accounts in QuickBooks.

· The very first step is to log in to the QBO account

· After that, tap on the gear icon which is on the top right-hand corner

· The user will then have to click on import data

· And also, click on chart of accounts tab

· Click on the link that says Download a sample file

· The user will then have to open the downloaded file and clear the sample data

· The last step is to copy the data in one column at a time

By now, you might be able to import the charts of accounts into QuickBookssuccessfully. If not, then make sure to consult with our QuickBooks desktop support team professionals using our customer support number i.e.1(844)405-0906. Our QuickBooks experts will ensure to provide you with immediate support services.

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