Import your chart of accounts

You can import your customers, vendors, chart of accounts, and products and services into QuickBooks.

If you use foreign currencies, make sure multicurrency is enabled before you import. How?

To import:

  1. Click the Gear icon > Import Data.
  2. Click Chart of Accounts.
  3. We recommend you click Download a sample file.

    4. Use the sample file as your template. Copy data from your original list into the appropriate columns in the sample file.

  4. When your file is ready, click Browse.
  5. Locate your file and select it. Click Next.
  6. Map your fields to QuickBooks fields. We made initial matches for you, but you can change them by choosing different fields from the dropdown lists. If you don't want to import data for a particular QuickBooks field, that's OK; just choose No Match.
  7. Click Next when you're satisfied with the mappings.
  8. Review the data that QuickBooks uploaded and make any changes you want directly in each field. If data appears in red, it has an error that you need to correct.
  9. Click Import.

See also

How data import works

Import from an email program

Which accounts fields are imported?