How to Import Chart of Accounts into QuickBooks Online using Dancing Numbers Online?

The process to import Chart of Accounts, whether it is in the form of text or an Excel spreadsheet that you can easily import into QuickBooks Online. Importing is easy whether you import single data or bulk data to your QuickBooks account. The bulk process can be done quickly using the Dancing Numbers Online Importer. It is an automated process for which you need to perform a few steps. The time depends upon the number/size of data you are importing.

Things Required Before Starting the Import Chart of Accounts

Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.

Steps to Import Chart of Accounts into QuickBooks Online using Dancing Numbers Online

When you are ready with your data that is correctly recorded/formatted into Excel. Then you have to follow the steps mentioned below to import a Chart of Accounts into QuickBooks Online using Dancing Numbers Online.

• Upload: Select the Import button to start the import process then click on Upload file to upload the accounts file. Choose QuickBooks entity as Accounts.
• Mapping: Then Map the fields according to your QuickBooks format.
• Import: Hit on the Import button to start the import process.

When the import is done you get notified on your screen that the import is done successfully. If any problem arises then the issue showed up on your screen so that you can understand the issue and then fix it or contact Dancing Numbers Online Customer Service.

Import Chart of Accounts Fields in Dancing Numbers Online

Field Name	Format	Description
Open Balance Date	Date	Mention the Date from where you want to start.
Balance	Decimal	Write the Opening Balance Amount in this field.
Category Type	Characters	Mention the type of account such as Expenses, Income, etc.
Description	4000 Characters	It is free from the text description.
Detail Type	Characters	Choose the name of Account Detail Type.
Name	21 Characters	In this, mention the name of the Account.
Number	Characters	Mention Account Number.
Parent Account	Characters	Mention the Parent Account name.
Is Active		Specify if the Account is Active or Inactive

Category Type	Details Type
Accounts Payable	Outstanding Dues Other Than Micro Small Enterprise, Accounts Payable, Outstanding Dues Micro Small Enterprise.
Accounts Receivable	Accounts Receivable
Bank	Savings, Cash On Hand, Money Market, Trust Accounts, Cash And Cash Equivalents, Rents Held In Trust, Checking Other EarMarked Bank Accounts.
Cost of Goods Sold	Cost Of Labor Cost Of Sales, Freight And Delivery Cost, Equipment Rental Cost Of Sales, Other Costs Of Service Cost Of Sales, Supplies Materials Cost of Goods Sold, Cost Of Sales, Shipping Freight Delivery Cost Of Sales.
Credit Card	Credit Card
Equity	Accumulated Adjustment, Partners Equity, Partner Distributions, Owners Equity, Partner Contributions, Retained Earnings, Preferred Stock, Opening Balance Equity, PaidIn Capital Or Surplus, Common Stock, Treasury Stock, Estimated Taxes, Healthcare, Personal Income, Personal Expense, Accumulated Other Comprehensive Income, CalledUp Share Capital, Capital Reserves, Dividend Disbursed, Equity In Earnings Of Subsidiaries, Investment Grants, Money Received Against Share Warrants, Other Free Reserves, Share Application Money Pending Allotment, Share Capital, Funds.
Expenses	Bad Debts, Charitable Contributions, Utilities, Commissions And Fees, Entertainment, Cost Of Labor, Finance Costs, Global Tax Expense, Insurance, Interest Paid, Legal Professional Fees, Advertising Promotional, Office General Administrative Expenses, Other Business Expenses, Promotional Meals, Rent Or Lease Of Buildings, Repair Maintenance, Shipping FreightDelivery, Bank Charges, Supplies Materials, Travel, Travel Meals, Auto, Dues Subscriptions, Entertainment Meals, Payroll Expenses, Taxes Paid, Unapplied Cash Bill Payment Expense, Utilities, Amortization Expense, Appropriations To Depreciation, Other Miscellaneous Service Cost, Equipment Rental, Borrowing Cost, Commissions And Fees, Office Expenses, Distribution Costs, External Services, Extraordinary Charges, Income Tax Expense, Loss On Discontinued, Operations Net Of Tax, Management Compensation, Other Current Operating Charges, Other External Services, Other Rental Costs, Other Selling Expenses, Project Studies Surveys Assessments, Purchases Rebates, Shipping And Delivery Expense, Staff Costs, Sundry, Travel Expenses General And Admin Expenses, Travel Expenses Selling Expense.
Fixed Asset	Accumulated Depreciation, Fixed Asset Computers, Fixed Asset Furniture, Fixed Asset PhotoVideo, Accumulated Depletion, Fixed Asset Other Tools Equipment, Non-Current Assets, Furniture And Fixtures, Land, Provisions Fixed Assets, Assets In Course Of Construction, Depletable Assets, Leasehold Improvements, Fixed Asset Copiers, Other Fixed Assets, Accumulated Amortization, Buildings, Fixed Asset Phone, Intangible Assets, Vehicles, Fixed Asset Software, Capital Wip, Cumulative Depreciation On IntangibleAssets, Intangible Assets Under Development, Land Asset, Participating Interests, Machinery And Equipment.
Income	Cash ReceiptIncome, Discounts RefundsGiven, Non-Profit Income, Sales Retail, Unapplied CashPayment Income, Operating Grants, Other Primary Income, Other Current OperatingIncome, Savings By TaxScheme, Own Work Capitalized, Sales Of ProductIncome, Revenue General, Sales Wholesale, Service Fee Income.
Long term liability	Notes Payable, Other LongTerm Provisions, Debts Related To Participating Interests, Provision ForLiabilities, Accrued Long Term Liabilities, LongTerm Borrowings, Bank Loans, Deferred Tax Liabilities, Government And Other Public Authorities, LongTerm Employee Benefit Obligations, Other Long Term Liabilities, Shareholder Notes Payable, Accruals And Deferred Income, Liabilities Related To Assets Held ForSale, Group And Associates, LongTerm Debt, Obligations Under FinanceLeases, Provisions NonCurrent Liabilities, Accrued Vacation Payable, Staff And Related Long Term Liability Accounts.
Other Assets	Other Long Term Loans And Advances, Lease Buyout, Other Long Term Assets, Security Deposits, LongTerm Loans And Advances To Related Parties, Accumulated Amortization Of Other Assets, Goodwill, Provisions Non-Current Assets, Licenses, Organizational Costs, Assets Held ForSale, Deferred Tax, Investments, LongTerm Investments, Available For Sale Financial Assets, Other Long Term Investments, Prepayments And Accrued Income, Other Intangible Assets.
Other Current Asset	Allowance For Bad Debts, Development Costs, Investment_Mortgage RealEstate Loans, Loans To Officers, Employee Cash Advances, Other Current Assets, Investment_USGovernment Obligations, GlobalTax Deferred, Investment_Other, Loans To Stockholders, ShortTerm Investments In Related Parties, Trade And Other Receivables, Prepaid Expenses, Retainage, Undeposited Funds, Loans To Others, Other Consumables, Assets Available For Sale, Investment_TaxExempt Securities, CalledUp ShareCapital NotPaid, GlobalTax Refund, Internal Transfers, Provisions CurrentAssets, Expenditure Authorisations And Letters Of Credit, Bal With Govt Authorities, Inventory, ShortTerm Loans And Advances To Related Parties.
Other Expenses	Depreciation, Exchange Gain Or Loss, Vehicle Registration, Tax Roundoff Gain Or Loss, Other Miscellaneous Expense, Home Owner Rental Insurance, Penalties Settlements, Amortization Vehicle LoanInterest, Gas And Fuel, Home Office, Vehicle Insurance, Other Home Office Expenses, Mortgage Interest, Rent And Lease, Vehicle Repairs, Repairs And Maintenance, Parking And Tolls, Vehicle, Vehicle Lease, Depletion, Extraordinary Items, Other Vehicle Expenses, Utilities, Wash And Road Services, Vehicle Loan, Deferred Tax Expense, Mat Credit, Exceptional Items, Income Tax Other Expense, Prior Period Items.
Other Income	Interest Earned, Gain Loss On Sale Of Investments, Other Miscellaneous Income, Dividend Income, Gain Loss On Sale Of Fixed Assets, Unrealised Loss On Securities Net Of Tax, Loss On Disposal Of Assets, Other Investment Income, Other Operating Income, Tax-Exempt Interest.

Let’s import the Chart of accounts data altogether automatically. For any queries connect with the expert team via email at support@dancingnumbers.com or live chat to fix it quickly.

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