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October 5, 2025
Question

How do I "remap" my Chart of Accounts? Should I create a dummy company as a safeguard to avoid the risk of corrupting my original set of books?

  • October 5, 2025
  • 1 reply
  • 12 views

I've just completed my second year of my start-up business and I wish I knew then what I know now about what I wanted/needed in a Chart of Accounts. I'm thinking I need to export all my transactions to a CSV file, remap my accounts in Excel, and then import the remapped transactions into a new dummy/test company (which I should always have anyways for whenever I want to test something new). Any advice (particularly any "been there, done that" advice") will be greatly appreciated.

1 reply

QuickBooks Team
October 6, 2025

Congratulations on the success of your start-up, rpv! It's great to hear you're taking a thoughtful approach to remapping your Chart of Accounts (COA). 

 

Using a dummy company is indeed a smart strategy to safeguard your existing data. You’re on the right track of exporting all transactions to a CSV file, remapping accounts in Excel, and importing the updated transactions into a test company, as this is an ideal way to handle this process without risking your current records. 

 

To learn more about the data that can be exported and imported in QuickBooks, refer to these articles:

 

 

Please also note QBO allows you to safely rename existing accounts or merge redundant ones directly, which helps in mapping and reclassifying transactions without the need for a full re-import process.

It would also be best to consult your accountant for accurate bookkeeping and account management. 

If you have further questions regarding your concern, feel free to reply below.