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How to import the Chart of Accounts into QuickBooks Online?

You have the option to import the account details, lists, and files while using the online version of the QuickBooks software. But, you first have to export this data to the software. It, therefore, has a feature that prevents the overwriting and deletion of the same files and enables you to prepare properly arranged files. It does not affect the current files, transactions, and connections. There is a different method to import the chart of accounts from the QuickBooks Online.

Note – Before stating the import process, you must make sure that the files name should not contain non-alphanumeric characters.

Log in – First of all, you have to log into the company file. You should know that the Detail Type Field is important, and this information must be in accordance to the Capitalization supported by the QuickBooks software. Provide your username and password and log into the file to import it.

 Choose your account – You have to select your account after logging the file. Click on the Gear icon from the top of the screen and open the menu to Import Data. It will display the list from which you have to import the data.

Select the files – You will see a tab named Browse; click on it to open the list. Click open and then Next. It will display all the files which the software has recognized. You can expand the drop-down menu to find out the files which QuickBooks could not trace.

Click Import – You must click on the Import button after selecting the desired files. You can also change the file name or any other detail which prevents the software to import these files. The scene will only close after you have imported all the selected files.

Further, if you require any kind of help, then you can dial us on the QuickBooks Support Phone Number USA +1-855-810-5333. We are providing the instant support services for the users of QuickBooks. If you too are facing technical problems such as these with any of the QuickBooks version, then you can contact us on our Toll-Free Number.

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