Importing accounts from excel spreadsheet into QuickBooks chart of accounts

[@freeliberalminds]

Thanks hector, your video is very helful and informative. You made bookkeeping much easier. God bless.

[@HectorGarciaCPA]

Great

[@graciehomestay3134]

Thank you for this video, My Boss and I figured out why we cant import excel file to Quickbooks! We have done it after watching this. :)

[@Jasper2009nc]

I did it! Imported the chart of accounts from Excel! Your directions were perfect!

[@HectorGarciaCPA]

Linda Suszczynski awesome!

[@optimizationsolutions4510]

Wonderful communication, and love the arrows, it makes the video so easy to understand.

[@HectorGarciaCPA]

Thanks

[@johnlavigeriekizito9926]

Thank you Hector. I find this very helpful

[@HectorGarciaCPA]

:)

[@lindanewhart2310]

This is an excellent video! Thanks for taking the time to record it.

[@HectorGarciaCPA]

You welcome

[@tristanmilo8594]

You probably dont care but does anybody know a way to log back into an instagram account?? I stupidly forgot the password. I would appreciate any assistance you can give me.

[@reyjude7289]

@Tristan Milo instablaster ;)

[@tristanmilo8594]

@Rey Jude i really appreciate your reply. I got to the site thru google and Im in the hacking process now. Looks like it's gonna take quite some time so I will get back to you later with my results.

[@tristanmilo8594]

@Rey Jude It did the trick and I actually got access to my account again. I'm so happy:D Thanks so much, you saved my account!

[@samanthaifill4422]

Thank you so much for this! Are you able to import accounts as a subaccount? Or can you only import main accounts?

[@davidkorn7693]

I would also be interested in seeing a response to this question. If I have time to figure it out on my own, I will let you know.

[@jamimurphy8802]

You are the TRUTH Hector! Gracias!!!

[@HectorGarciaCPA]

Jami Murphy :(

[@wintrykiss]

this is what i needed i think but is there something i have to do to qb before i start this process ???? what needs to be in qb first ? i feel like there was a video before this one maybe ?

[@kellimack1666]

This is EXACTLY what I was looking for!! Thank you!

[@HectorGarciaCPA]

+Kelli Mack :)

[@hailegilamichael2697]

Which Microsoft do you recommend for quick books online

[@miktham]

You save my day

[@HectorGarciaCPA]

Great

[@Mymusicfmw33]

I tried using .iif file. Which would not import. Struggled for over an hour trying. We changed all our accounts/added accounts. I’m going to try your method. Wish me luck, and thank you.

[@HectorGarciaCPA]

MS Cellaneous good luck

[@brendamaez7898]

We've started a parts warehouse and would like to know if we can import parts from excel spreadsheets.

[@annesfavourites1562]

Thank you for posting this video - I found it very helpful

[@HectorGarciaCPA]

Anne's Favourites you welcome

[@karlonikkoalconera6380]

Hi? Good day. I am new to Quickbooks. Can I ask you something? Is it possible to directly import files from Varstreet to Quickbook desktop? Thank you.

[@sandramatchen5038]

Everytime I try to enter the excel file name I get an error message

[@shanquaharrison1069]

Hi Hector. I want to merge my clien's former membership company into its 501c3 company. Can I do it in parts, like customer data, and vendor data or is there an order I have to transfer the info, Do I have to transfer the COA first? Thanks for all of your videos!!!

[@HectorGarciaCPA]

There is no merging nechanism

[@shanquaharrison1069]

@@HectorGarciaCPA Thanks for getting back to me so promptly. I would use excel to export and import but it’s so important, I want to hire a tech professional

[@camauhel-joe7539]

Thanks alot @Garcia ...Grazie tutto

[@crashkahuna]

Here's a dumb question. How do I start off with a blank chart of accounts in QB? I want to import the spreadsheet but I don't want any of the default accounts QB puts in there when I do company setup. Really like your videos.

[@HectorGarciaCPA]

You have to delete them but the default ones will stay

[@crashkahuna]

@@HectorGarciaCPA thanks! So every time I create a new company and import my chart I will still have to delete the default ones ie no way to tell QB not to create accounts when create new company. Maybe there is a 'business type' that has the fewest accounts. Will experiment.

[@sarahnabil9243]

How i can connect my data in Microsoft Excel even if it was (sales invoice or purchase invoice ,or journals entries) with quickbooks online in one click, please?

[@HectorGarciaCPA]

There is no one-click for this.

[@justinsanislo7699]

How do you import many transactions from a online virtual terminal for credit card processing from sales made?

[@HectorGarciaCPA]

You might need a tool like Transaction Pro Importer

[@AuntyFabulous23]

Hector: Once the Chart of Accounts was imported, can 3 months worth of expenses be imported as well? How do I do that?

[@HectorGarciaCPA]

In the US you can dowload transactions from a bank.

[@jimenaestupinan3031]

Thank you so much Hector.

[@HectorGarciaCPA]

You welcome

[@sirgonhovi]

Hello Hector I am new to QB online and I am an accountant. I am equipped with trial Balances for 4years for a client. I want to prepare a set of final accounts for each year. What is your advice?

[@HectorGarciaCPA]

Journal Entry

[@emilycao9316]

Don't know why I follow all your steps but when I do the mapping it pop up a window with "Pls map Type, Name fields in the import data column."

[@HectorGarciaCPA]

what did technical support tell you?

[@farhankhalid5169]

same problem

[@zhangyu1851]

It's great help, thanks

[@HectorGarciaCPA]

You welcome

[@farazferoze8925]

Hi Hector Need change names of COA(4k), is there a easy way to do this? without losing historical data

[@HectorGarciaCPA]

Faraz Feroze there is no easy way :( You might want to try CDATA

[@farazferoze8925]

​@@HectorGarciaCPA Thanks for super quick response, Whats the best way to contact you ? need to discuss a small project for you

[@HectorGarciaCPA]

Faraz Feroze [e-mail]

[@ricnud]

Hola, se puede exportar facturas desde excel a quickbook premier retail?

[@HectorGarciaCPA]

Necesitas una aplicación de un tercero

[@maxfactor7829]

Hello Hector - great videos!! Can a new account be imported as a sub-account?

[@HectorGarciaCPA]

Yes

[@galinawexler287]

@@HectorGarciaCPA how do you import the sub-accounts?

[@HectorGarciaCPA]

Galina Wexler same way.. doesn’t change the process

[@galinawexler287]

@@HectorGarciaCPA how do you format it in excel so that it knows an account is a sub of another? do you have a video for that?

[@contadormeraki4000]

@@galinawexler287 You need to add the Mayor Account name before the sub-acct name, separated by a ":", for example, GENERAL EXPENSES:Office Supplies

[@rk0007gmail]

Sir how to import the 3 level chartof account from excel...?

[@HectorGarciaCPA]

Rabees Kasmani you use colons.. like this: Account:Level2:Level3

[@rk0007gmail]

@@HectorGarciaCPA where and how...? Should I insert another column in excel sheet or how...? Plz can you eleborate a little more plz...? I will be very thankfull to you...?

[@wajidali1679]

i need excel sheet to practice import in QB

[@HectorGarciaCPA]

Google it, i am sure there are some

[@wajidali1679]

@@HectorGarciaCPA trying bt could not succeede

[@oromabenard]

Nice, very helpfull

[@HectorGarciaCPA]

Thanks

[@bloodtypearsenal6981]

can i import a wps doc?

[@HectorGarciaCPA]

No

[@EndlessAmmunition]

thanks My friend

[@HectorGarciaCPA]

You welcome