Upload a Personal Chart of Accounts in Quickbooks

How to Import Chart of Accounts (GL) into QuickBooks Online (U.S)?

Modified on: Thu, 5 Nov, 2020 at five:51 AM

Import Chart of Accounts into QuickBooks Online

Y'all can import chart of accountsfrom text files or Excel spreadsheets directly into QuickBooks Online using the SaasAnt Transactions (Online) application.

Pre Requisites:

Connect your QuickBooks Online  a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore  by clicking the "Get App Now" push and go the 30 days gratuitous trial [No credit card required].

Steps to Import Chart of Accounts into QuickBooks Online

To import nautical chart of accounts into QuickBooks Online using the SaasAnt Transactions (Online) awarding, follow the steps beneath

Click on the "Upload File" Carte and upload your file.

Step i: Select your file and spreadsheet which has the Accounts (GL)that you lot want to import.

Step 2: Select the QuickBooks entity equally Accounts.

Step iii: Set up the Mapping of the columns in your Chart of Accounts (GL) import file to the corresponding fields in QuickBooks (Refer below Section).

Footstep iv: Click Import and your chart of accounts will exist straight added to your QuickBooks company.

The important pace in the import is to map your file headers to the QuickBooks field in Step 3 of the import.

• Y'all need to map your file headers to "SaasAnt  Transactions (Online)" fields. This mapping volition enable u.s.a. to import your transactions properly in to QuickBooks company.
• In the mapping screen, nosotros have the "Preview Mapping" button which can help you to visualize your current mappings per the QuickBooks screen with your file headers.
  
• Please refer basics of field mappings for more than info. If you lot have any confusion or doubts, feel gratis to drop an email to support@saasant.com .

SaasAnt Transactions (Online) Fields

Field Name	Format	Description
Name	21 Characters	Name of the Account.
Category Type	Characters	Name of the Business relationship Type. Due east.g. Income, Expense.
Particular Type	Characters	Name of the Account Item Blazon. Eastward.chiliad. Greenbacks On Hand.
Number	Characters	GL Account Number.
Parent Account	Characters	Name of the Parent Account.
Description	4000 Characters	Free form text description of the Business relationship.
Balance	Decimal	The Opening Residue Corporeality.
As Of	Date

Category Type	Possible Detail Types
Depository financial institution	Depository financial institution Cash On Hand Checking Money Marketplace Rents Held In Trust Savings Trust Accounts Greenbacks And Greenbacks Equivalents Other EarMarked Bank Accounts
Other Current Asset	Other Current Asset Allowance For Bad Debts Evolution Costs Employee Cash Advances Other Current Avails Inventory Investment_Mortgage RealEstate Loans Investment_Other Investment_TaxExempt Securities Investment_USGovernment Obligations Loans To Officers Loans To Others Loans To Stockholders Prepaid Expenses Retainage Undeposited Funds Assets Available For Sale Bal With Govt Authorities CalledUp ShareCapital NotPaid Expenditure Authorisations And Letters Of Credit GlobalTax Deferred GlobalTax Refund Internal Transfers Other Consumables Provisions CurrentAssets ShortTerm Investments In Related Parties ShortTerm Loans And Advances To Related Parties Merchandise And Other Receivables
Fixed Nugget	Fixed Nugget Accumulated Depletion Accumulated Depreciation Depletable Assets Stock-still Asset Computers Fixed Asset Copiers Fixed Asset Article of furniture Fixed Asset Telephone Fixed Nugget PhotoVideo Fixed Asset Software Fixed Asset Other Tools Equipment Furniture And Fixtures Land Leasehold Improvements Other Fixed Assets Accumulated Amortization Buildings Intangible Assets Machinery And Equipment Vehicles Assets In CourseOf Construction Capital Wip Cumulative Depreciation On IntangibleAssets Intangible Assets Under Evolution Land Asset Non Current Assets Participating Interests Provisions Fixed Assets
Other Asset	Other Asset Lease Buyout Other Long Term Assets Security Deposits Accumulated Acquittal Of Other Assets Goodwill Licenses Organizational Costs Avails Held ForSale Bachelor For Sale Financial Avails Deferred Tax Investments LongTerm Investments LongTerm Loans And Advances To Related Parties Other Intangible Avails Other Long Term Investments Other Long Term Loans And Advances Prepayments And Accrued Income Provisions Not Current Avails
Accounts Receivable	Accounts Receivable
Disinterestedness	Opening Residual Equity Partners Equity Retained Earnings Accumulated Adjustment Owners Disinterestedness PaidIn Capital Or Surplus Partner Contributions Partner Distributions Preferred Stock Mutual 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 Subsiduaries Investment Grants Money Received Confronting Share Warrants Other Costless Reserves Share Awarding Money Pending Allotment Share Capital Funds
Expense	Advertising Promotional Bad Debts Banking company Charges Charitable Contributions Commissions And Fees Entertainment Amusement Meals Equipment Rental Finance Costs Global Tax Expense Insurance Interest Paid Legal Professional Fees Role Expenses Office General Authoritative Expenses Other Business Expenses Other Miscellaneous Service Cost Promotional Meals Rent Or Lease Of Buildings Repair Maintenance Aircraft FreightDelivery Supplies Materials Travel Travel Meals Utilities Auto Price Of Labor Dues Subscriptions Payroll Expenses Taxes Paid Unapplied Cash BillPayment Expense Utilities Amortization Expense Appropriations To Depreciation Borrowing Cost Commissions And Fees Distribution Costs External Services Boggling Charges Income Tax Expense Loss On Discontinued Operations Net Of Taxation Management Compensation Other Current Operating Charges Other External Services Other Rental Costs Other Selling Expenses Projection Studies Surveys Assessments Purchases Rebates Shipping And Delivery Expense Staff Costs Sundry Travel Expenses General And Admin Expenses Travel Expenses Selling Expense
Other Expense	Depreciation Exchange Proceeds Or Loss Other Miscellaneous Expense Penalties Settlements Amortization Gas And Fuel Home Office Dwelling Owner Rental Insurance Other Domicile Office Expenses Mortgage Interest Hire And Charter Repairs And Maintenance Parking And Tolls Vehicle Vehicle Insurance Vehicle Charter Vehicle LoanInterest Vehicle Loan Vehicle Registration Vehicle Repairs Other Vehicle Expenses Utilities Wash And Road Services Deferred Tax Expense Depletion Exceptional Items Extraordinary Items Income Revenue enhancement Other Expense Mat Credit Prior Period Items Revenue enhancement Roundoff Proceeds Or Loss
Cost of Appurtenances Sold	Equipment Rental Cos Other Costs Of Service Cos Shipping Freight Delivery Cos Supplies Materials Cogs Toll Of Labor Cos Cost Of Sales Freight And Delivery Cost
Accounts Payable	Accounts Payable Outstanding Dues Micro Small Enterprise Outstanding Dues Other Than Micro Small Enterprise
Credit Card	Credit Card
Long Term Liability	Notes Payable Other Long Term Liabilities Shareholder Notes Payable Accruals And Deferred Income Accrued Long Lerm Liabilities Accrued Holiday Payable Bank Loans Debts Related To Participating Interests Deferred Tax Liabilities Government And Other Public Authorities Group And Associates Liabilities Related To Assets Held ForSale LongTerm Borrowings LongTerm Debit LongTerm Employee Do good Obligations Obligations Nether FinanceLeases Other LongTerm Provisions Provision ForLiabilities Provisions NonCurrent Liabilities Staff And Related Long Term Liability Accounts
Other Current Liability	Direct Eolith Payable Line Of Credit Loan Payable Global Tax Payable Global Tax Suspense Other Current Liabilities Payroll Clearing Payroll Tax Payable Prepaid Expenses Payable Rents In Trust Liability Trust Accounts Liabilities Federal Income Tax Payable Insurance Payable Sales Tax Payable State Local IncomeTaxPayable Accrued Liabilities Current Liabilities Current Portion EmployeeBenefits Obligations Current Portion Of Obligations Under FinanceLeases Current Taxation Liability Dividends Payable Duties And Taxes Interest Payables Provision For Warranty Obligations Provisions CurrentLiabilities ShortTerm Borrowings Social Security Agencies Staff And Related Liability Accounts Sundry Debtors And Creditors Trade And Other Payables
Income	NonProfit Income Other Primary Income Sales Of ProductIncome Service Fee Income Discounts RefundsGiven Unapplied CashPayment Income Cash ReceiptIncome Operating Grants Other Current OperatingIncome Own Work Capitalized Revenue Full general Sales Retail Sales Wholesale Savings Past TaxScheme
Other Income	Dividend Income Interest Earned Other Investment Income Other Miscellaneous Income Tax Exempt Interest Gain Loss On Sale Of Fixed Assets Gain Loss On Sale Of Investments Loss On Disposal Of Avails Other Operating Income Unrealised Loss On Securities Net Of Tax

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Source: https://support.saasant.com/support/solutions/articles/14000053000-how-to-import-chart-of-accounts-gl-into-quickbooks-online-u-s-

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