Quickbooks Desktop Import Chart Of Accounts Template. How To Import Chart Of Accounts In Quickbooks Ultimate Chart Of Accounts For Quickbooks Online And Desktop. To import your chart of accounts, begin by going to Lists>Chart of Accounts>Accounts>Import from Excel.
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Importing a Chart of Accounts is additive, the import will add accounts to the existing Chart of Accounts but won't remove any duplicate or QuickBooks Online When the users import their Chart of Accounts, the Type and Detail Type must exactly match the types available in QuickBooks Online.
If you did not select a standard, pre-created Chart of Accounts when you created your QuickBooks Online company, you can import a CSV (Comma-separated value) template. Click OK to save your choice. The chart of accounts is a list of every account in the general ledger of an accounting system and is used to record transactions in the fiscal year.