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cdawnfine
March 11, 2023
Question

Importing Quickbooks chart of accounts

  • March 11, 2023
  • 1 reply
  • 0 views

Hi, .  

 

I have spoken with 4 agents all of whom can not answer my question, 3 who told me a supervisor will call me and 1 who made an appointment with me to call me back after speaking with the back end office and never did.  this has been going on for a week now, here is the issue. 

 

This is regarding QuickBooks Online plus 

I have a client opening a new business and wants to use the same chart of accounts the current chart of accounts is 279 with 121 going to usage.  On the new company I asked to make the chart of accounts with the bare minimum amount of accounts.  I downloaded to excel the chart of accounts and took out all unnecessary information from company number 1 I then went to the basic chart of accounts in company 2 and added the account numbers to the common names and made inactive what I was not using.  I then went to my excel  spreadsheet and removed all common accounts.  When I upload into company number 2 it is telling me I am over my limit.  It is counting everything towards the usage in Company number 2 where it is inly counting 121 in company number 1 Should be a simple question but a week later still no one can help me.  Any advise?

 

1 reply

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DebSheenD
March 11, 2023

Hi, @cdawnfine.

 

This is not the service that we want you to encounter. Part of my job is to ensure we're able to assist our customers properly in a manner that your experience is marked as outstanding.

 

That being said, I'd like to look into this for you. As I have checked on your account, our back-end team is doing its best and looking into your case and they will call you back as soon as they're able to get the resolution for this.

 

In the meantime, let me share some resources that you can browse and use as a reference in managing and navigating around your QuickBooks account.

 

 Video Tutorials for QuickBooks Online - You can watch videos that can help you perform the most vital features of the program. 

Small Business Webinars and Trainings - Join our live QuickBooks webinars for more in-depth knowledge on how you can maximize the use of QuickBooks to manage your finances

The QuickBooks Blog - You can visit this page so you'd be updated on the latest product updates and feature releases.

 

I want to make sure I've got you covered. You can click the Reply button below to add some details. I'll keep an eye on your response. Have a good one.

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cdawnfineAuthor
March 11, 2023

That is all well and good but when a representative tells you a supervisor will call me and know one does and another rep makes an appointment with me to call me and I put aside the time and they do not call is unacceptable. If she did not have the answer she should have called and said that rather then have me waste my time on a Saturday mornings waiting for a call that is not going to come. It just makes me angrier 

 

 

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