Have an existing chart of accounts from another company file? Skip starting from scratch and save time by importing the accounts instead.
What you need to know before importing
- Select the Gear icon.
- Under Tools, choose Import Data.
- From the list, select Chart of Accounts.Note: 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). Download our sample file and use it as reference.
- In the Import Accounts page, select Browse.
- Find and select the Excel file, then select Open.
- To continue, select Next.
- Map your data, then when you're done, select Next.
- The next page shows the accounts that are ready to be imported. If you're missing critical fields, QuickBooks will tell you with instructions (such as Choose type, Choose detail type, or both).
- Adjust your data if necessary, then select Import.
You may get an error that reads, Error while reading the file. Format may be incorrect. If this happens:
- Make sure the headings in columns A-D are: Account Number, Account Name, Account Type and Detail Type.
- The Description field does not import.
- Headings are necessary, even if the column is empty or has no data. Entering headings should clear out the error.
Need a new company file? You can start a new company and transfer chart of accounts, and other lists, from an existing company.