Let's start our article by moving the chart of accounts to QuickBooks Online. The Chart of Accounts is a list of collections of your company's accounts and balances.

QuickBooks is one of the fastest-growing accounting software which everyone knows. It is one of the finest accounting software building the latest relations between users and organizations. QuickBooks software uses this collection to manage the transactions on your reports and Ta forms. A chart of accounts also organizes your transactions so that you always know what money you have and owe in the accounts.

How to Move Chart of Accounts to QuickBooks Online

Below 5 steps are mentioned to move the chart of accounts to QuickBooks Online.

Step 1- Make your Spreadsheet Ready

• First, import the chart of accounts to QuickBooks Online using Excel or CSV file format.
• Open your existing spreadsheet of the accounts and create a new one if it is not existing.
• You can also export the chart of accounts from other QuickBooks company
• Don't forget to include the below columns in your sheet
  • Account name
  • Account Type
  • Detail Type
• If you are organizing the accounts by numbers you need to add the account number column. If you don't use the account number skip this step.
• If you have any sub-accounts, add them in the account name column in the below format: Main account: Subaccount.
• Once everything is done save your spreadsheet in Excel or CSV format.

Step 2- Upload the Spreadsheet

• First Sign in to QuickBooks Online company
• Go to Settings >> Import data
• Select the chart of accounts
• Select Browse, search the sheet which you have saved
• Click on Next.

Step 3- Match the Fields with the QuickBooks Fields

• After uploading the spreadsheet, make sure your accounts get imported correctly.
• Select every small row in your field column.
• Now match the columns in the spreadsheet to the below QuickBooks fields:
  • Detail Type
  • Account Name
  • Account Number
  • Type
• Select Next

You can also email [email protected] and get in touch with the QuickBooks Helpdesk they are always available 24*7 to assist you with the solutions. Just connect with the experts and get quality solutions for your business.

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