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Level 7
October 19, 2018
Question

Can you import a chart of accounts with sub-account structure to QBO? The sample spreadsheet only shows columns for Account Number, Account Name, Type and Detail Type.

  • October 19, 2018
  • 6 replies
  • 56 views

Is it possible to import all possible account characteristics to QBO through a spreadsheet?  The sample spreadsheet provided is limited.

6 replies

Level 7
October 19, 2018

Well, I found my own answer.  You have to import all accounts and then manually go into each account to edit the sub-account status of accounts you want to be sub-accounts.

Level 7
October 19, 2018
Yes - I am having the same issue.  I even exported my COA list from another client and the sub accounts came out with a colon between them and tried to import the same list I exported... and came up with an invalid character.  If it can export that way, I wish it could import that way!  Would be so helpful!
November 10, 2018

Yes, I agree.  All of the properties of an account should be importable including inheritance.  I suppose this means we'd have to make sure accounts were added in a correct order so that the prerequisite account existed before the sub-account was created, but I'm fine with that.

November 12, 2018

Yep i am seeing the same issue trying to import chart of accounts with subaccounts.

Doesn't make sense that Y/N for subaccount field and related account value cannot be addressed in the Mappings section of Account Import Utility. Subaccount is a critical data element. It's bad enough that the account number field length is maxed at 7 characters.

November 28, 2018
March 22, 2019

There is a way in the desktop version that may also work in QBO.

 

If your parent account is titled "Name", sub accounts should be entered in the spreadsheet as "Name: Sub Account". This will import everything after ":" as title of sub account and auto categorize to parent account.

 

 

 

November 16, 2020

I had no issue importingt sub accounts.  Name that is imported must be formatted to have a colon between account and sub account but that's easy to do in excel with concetenation.  This did NOT work for grandchildren accounts, or sub sub accounts which I use a fair number of in restaurant accounting.  If anyone has a solution there, lmk.  Thanks, Adam