Skip to main content
December 16, 2021
Question

How do I get the drop down menu in importing Chart of Accts to stop only have No Match or name of the company. It won't show ie: Detail Type. I've followed step by step.

  • December 16, 2021
  • 1 reply
  • 0 views
I made sure my excel spreadsheet had the proper headings. But will only show No Match or the name of the company as options. The Chart of Accts was exported from our other company.

1 reply

December 16, 2021

Hi progressivefores,

Welcome to the Commnunity. Being able to import your chart of accounts is essential in order to keep your books up to date. QuickBooks Online is a great program that offer the ability to simply track your sales and expenses. I'd be glad to point you in the right direction to import the chart of accounts.

I encourage you to refer to the following steps to get the sample file to import your chart of accounts.
 

  1. Click on the Gear icon at the top.
  2. Under Tools, select Import data.
  3. Select Chart of Accounts.
  4. Click on Download a sample file.


You'd need to make sure that your excel spreadsheet has the same mapping as the sample file before importing it.

If you're still having trouble importing your chart of accounts, I recommend that you contact our customer support team as they can have a closer look at how to resolve this. Here are some options available to reach out to our team.
 

  • Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat
  • Social MediaFacebookTwitter, in a private message.
     

Feel free to reach out if you have any questions, I'll be happy to help.