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Import chart of accounts into quickbooks

Steps to import chart of accounts into quickbooks

1

•   From the gear icon go to Import Data and choose Chart of Accounts.
•   Read the checklist before importing and make sure your file fits the requirements for import (must be a .csv or Excel file format and must have Account Type and Name fields).
•  Click Choose File to find your file.
•  Click Open.
•  Click Continue.
•  Click the drop-down menus next to the field descriptions to choose which field to import. If you don’t use a field, choose I don’t have this.
•   When you’re ready, click Continue.
•   If you’re missing critical fields, we’ll tell you by showing you an icon with an exclamation point and an instruction (such as Choose type, Choose detail type, or both).
•  When you’re done, click Import [number] Records.