How to Import Chart of Accounts into QuickBooks Online?

by James Antonio

A chart of accounts is nothing but a list of accounts in your accounting software, in which you can post different transactions according to their nature. In a way, QuickBooks online will help in organizing your business accounts with the help of a chart of accounts. So, if you have just started using QuickBooks Online, you will have to import the Chart of Accounts into QuickBooks Online from your previous software.

Steps to Import the Chart of Accounts into QuickBooks Online

Let us now look at the process steps to handle this:

Step 1. At the start, you should format your excel sheet of existing accounts, you should have an Account number, Account name, Type, and Details types.

Step 2. In this step, you need to upload your spreadsheet of existing accounts in QuickBooks Online by following the below steps:

  • Open QuickBooks Online and enter your credentials.
  • Now, click on settings (gear icon) and click on Import Data.
  • Now choose Chart of Accounts and upload the spreadsheet of existing accounts created earlier with the help of the Browse option.

Step 3. In this Step, map your spreadsheet of existing accounts fields to the QuickBooks Online chart of Accounts fields for Detail type, Account name, number, and type. You can choose ‘No Match’ for all other data except Account name if the column from the previous spreadsheet does not match the columns in QuickBooks.

Step 4. Now in this step, you just need to import the Chart of Accounts by clicking on import. Ensure to fix any field highlighted in red and uncheck any account you do not import before clicking on the Import option. And then you can start entering the opening balances of the accounts.


Can I combine two Accounts in QuickBooks Online?

Yes, you can do this by clicking on settings > Chart of Accounts > choose edit for the account that you intend to keep in action column > copy the name and take the note of detail type > click cancel and then return to the Chart. Now go to the account that you want to merge and click edit in the action column and paste the name and enter the detail type as you noted before. Click on Save and Yes to merge the accounts.

How can I add a Customer Manually in QuickBooks Online?

You need to go to sales > customer tab > click on add customer manually > enter customer’s information and click on save.

Can I say that QuickBooks Online is a CRM System?

Many start-businesses use QuickBooks as their initial CRM system as it provides customer contacts and their buying history which is enough information for a new business.

How can I Merge two List Items in QuickBooks?

At first, click on list > review for duplicate items and make the note of the item details you intend to keep > double click the items you want to merge and enter the details noted earlier, it should match to the list item you want to keep and click on save to finish.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

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.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

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

Customer Transactions

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

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

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

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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