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rgarcia339
April 24, 2025
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When doing an export of COA is it necessary to have account numbers?

  • April 24, 2025
  • 1 reply
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I did an export of my COA because I want to start over with nothing in the Transaction ledger.  When I do the import it fails.  I think the reason is because not all of the listed accounts listed have numbers. 

    Best answer by MichaelaS

    Yes, it will be necessary once you enable the account number feature in the Accounting Settings, Garcia. Here's how you can check:

     

    1. From the Edit menu, select Preferences.
    2. Select Accounting.
    3. Go to the Company Preferences tab.
    4. Check if the  Use account numbers field is Tick (✓).
    5. Click OK.

     

    When using the standard/advanced import method, you need to ensure there are no duplicates, that everything is correct, and that the headings and format of your edits match exactly with QuickBooks Desktop (QBDT).

     

    You can refer to this article in the "For Customers, Vendors, and Other Lists Data" section for complete details on successfully importing the list using the standard or advanced import methods.

     

    Consider checking out the alternative way to import/export lists and transactions using  Intuit Interchange Format (IIF) files.

     

    Moreover, view the Account List report to review your chart of accounts and ensure it is accurate. If you'd like to customize a report, please check this article: Customize reports in QuickBooks Desktop.

    Keep us posted if you have other questions or concerns about the import/ export list and transaction. We're here to help.

    1 reply

    M
    MichaelaSAnswer
    April 24, 2025

    Yes, it will be necessary once you enable the account number feature in the Accounting Settings, Garcia. Here's how you can check:

     

    1. From the Edit menu, select Preferences.
    2. Select Accounting.
    3. Go to the Company Preferences tab.
    4. Check if the  Use account numbers field is Tick (✓).
    5. Click OK.

     

    When using the standard/advanced import method, you need to ensure there are no duplicates, that everything is correct, and that the headings and format of your edits match exactly with QuickBooks Desktop (QBDT).

     

    You can refer to this article in the "For Customers, Vendors, and Other Lists Data" section for complete details on successfully importing the list using the standard or advanced import methods.

     

    Consider checking out the alternative way to import/export lists and transactions using  Intuit Interchange Format (IIF) files.

     

    Moreover, view the Account List report to review your chart of accounts and ensure it is accurate. If you'd like to customize a report, please check this article: Customize reports in QuickBooks Desktop.

    Keep us posted if you have other questions or concerns about the import/ export list and transaction. We're here to help.

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