Need help with COA setup with QB Enterprise 2020 and WIP We need this set up in excel and our team will set up in QB

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norman87wills
Apr 29, 2022 08:31 AM 1 Answers QuickBooks
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Need help with COA setup with QB Enterprise 2020 and WIP We need this set up in excel and our team will set up in QB

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bengeller
Apr 29, 2022
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Mapping for QuickBooks Desktop might be challenging. That being said, great job remapping the data. I'd be delighted to assist you in getting your data imported. Follow the procedures outlined below to do this,

  1. To import a CSV list, you must first install the QuickBooks Import Excel and CSV tools.
  2. To put the kit together:
  3. Open the toolkit's file download box, then click Save.
  4. Navigate to your Windows Desktop and then select Save.
  5. To launch the WinZip Self-Extractor window, double-click QuickBooks Import Excel and CSV.exe on your Windows desktop.
  6. Click Browse, then navigate to the location where you wish to install the toolkit. Then click OK.
  7. Select Unzip to extract the contents, and then shut the window.
  8. From the location you specified in step 4, navigate to the QuickBooks Import Excel and CSV folder.

To create a work in progress (WIP) account in QuickBooks follow below steps,

  1. Construction - General Contractor - Work in Progress
  2. Select Chart of Accounts from the Lists menu.
  3. Select New after clicking the Account icon.
  4. For the account type, choose Other Current Asset.
  5. Click the Continue button.
    Work in Progress can be used as the Account Name
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