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June 22, 2024
Question

I want to import files from a previous treasurer's quickbooks online to my new version. I have everything from chart of accounts to vendors and need to know the process?

  • June 22, 2024
  • 1 reply
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I thought I would start with the chart of accounts but everything I have looked at online says differently??

1 reply

June 22, 2024

It's my pleasure to walk you through importing your chart of account files for your new QuickBooks Online, melanieboese1963.

 

When importing a file into QuickBooks Online, you can use a spreadsheet in Excel, Google Sheets, or a CSV file. You can refer to this article to learn more about the spreadsheet format: Import your chart of accounts to QuickBooks Online.

 

Here's how to import your chart of account files:

 

1. Go to the Gear icon, then select Import data.

2. Click Chart of Accounts.

3. To upload a file:

  • If you use CSV or Excel file format, select Browse.
  • If you use Google Sheets, click Connect to sign in to your Google account, then click Select.

4. Select Next.

 

Be sure to double-check the account type you want to import. Uncheck any accounts you don't want to save, then select Import if everything is okay.


In addition, I recommend visiting this website to look for resources for future reference: QuickBooks Q & A.

If you need further assistance in importing your file into QuickBooks, please don't hesitate to reply on this thread. I'd be delighted to help you out again. Stay safe!