Import Your Chart of Accounts (How-To)

Article Details

Summary

To use the sales receipt integration, your Quickbooks Online account needs the right Chart of Accounts. This article shows you how to import it.

Steps

  1. Download the Chart of Accounts Import Template and open it in Excel. The template link is at the bottom of the article.
  2. Review the fields. If your business uses payment methods that are not on the template, add a line for each one. The template includes Credit Card, Cash, Check, and Admin Credit Comped.

  3. Go to Left-hand Navigation: Admin » Payment Methods to see all your payment methods.

    Payment methods management table

    Here is an example of a template with custom payment methods:

    Account types and payment methods table

  4. Save the file.

  5. In QBO, go to Accounting » Chart of Accounts.

    Dropdown menu with accounting options

  6. Select the dropdown arrow next to New at the top right, then select Import.

    Chart of Accounts interface with account list.

  7. Upload your Chart of Accounts file.

    Import accounts screen with file upload options.

  8. Map your fields to match QBO. Account Number has no matching field.

    QuickBooks field mapping interface

  9. Review the names, types, and detail types. They should fill in automatically. Then finish the import.

    Import accounts screen with account details.

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