Description:

In this video we show to you how to import accounts from excel spreadsheet into QuickBooks Desktop chart of accounts

 

Video:


 

Table of contents:

 

  • 00:00:00 – Intro
  • 00:01:00 – Max. number of characters in number and name account
  • 00:01:48 – How to import a chart of accounts from excel (step by step) into QuickBooks Desktop
  • 00:02:48 – How to create a new mapping
  • 00:03:57 – Click on preview before import (make sure there’s no error)
  • 00:04:13 – Import file
  • 00:04:46 – How to import the balances (step by step)
  • 00:07:00 – What to do when there’s an error importing the file
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