How to Import Chart of Account Templates in QuickBooks?

by James Antonio

A chart of account is nothing but the list of all accounts and their balances listed in your accounting software like QuickBooks. Chart of accounts is used as a medium by your accounting software to organize business accounting. You can select a pre-created template when you are setting up your company file and you can also import your chart of accounts template with the help of a CSV file.

Always ensure that you import the chart of accounts template at the time when you don’t have a lot of accounts already running in your company file. In the next section, we will see the process steps for importing the chart of accounts template in QuickBooks after setting up your company file.

Steps to Import the Chart of Accounts Template in QuickBooks

There are various industry-specific templates available for QuickBooks Online companies which you can choose from, after choosing the template you can follow the below process to import it in QuickBooks

Step 1. First of all, you need to format your spreadsheet containing a chart of accounts by adding details like account name, types, detail types. Entering account numbers if required and adding a main account and sub-account details.

Step 2. In this step, you have to upload your spreadsheet by clicking on Settings > Import Data > Chart of Accounts > click on browse, select the file, click on open, and then next.

Step 3. Now you need to ensure that your spreadsheet fields, columns, etc are mapped with the QuickBooks fields for account number, name, details type, and type. You can enter ‘no match’ against the account name as an exception.

Step 4. After you are done with the above three steps, you can start entering the opening balances for accounts.

What are the Process Steps for Creating a Chart of Accounts in QuickBooks Desktop?

You need to click on list > click on Chart of Accounts > choose new from Account drop-down menu > choose an account and click on continue, complete the details of account and click on save and close.

On what Location can I find the list of Charts of Accounts in QuickBooks?

First, click on List > Select chart of account under your company > click on the printer icon above action column to directly print the chart of account or you can also run the chart of account report, by clicking run report and print the list of charts of account.

What are the Steps that I can follow to Manually Rearrange the Chart of Accounts in QuickBooks?

To access a chart of accounts, click on List > then select the Chart of accounts, now highlight the account that you wish to move or rearrange, and using the left mouse button drag that accounts to your desired position.

Can you throw a Light on Editing the Chart of Accounts in QuickBooks?

You need to click on the Accounting menu and click on the account that you want to edit in the chart of accounts, now click on the drop-down beside account history or run the report, click on edit and make the desired changes, do not forget to save and close for completing the process.

Features of Dancing Numbers for QuickBooks Desktop





How Dancing Numbers Will Help You


Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

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Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Receive Payment
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Journal Entry
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items


Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

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  • On Premise

Language Support

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Pricing Model

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Customer Types

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*See our Pricing for up to 3 Company Files

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*See our Pricing for up to 50 Company Files.

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Frequently Asked Questions

How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.

How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.

Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

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