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Video Demonstrating Importing Chart of Accounts and Item List Templates

Importing can be a bit tricky if you are importing into a data file that already has an Item list and established Chart of Accounts. First, to import – From the Gray Menu bar click the “File” menu – then Utilities – then Import. Below are additional recommendations:

  • Import the Chart of Accounts First. As soon as you import – go to your item list and check for duplicates. Make sure to rename any items with the exact same name to something slightly different, either with a different name or “merge” them.
  • Make your old items inactive.
  • Next, review your Chart of Accounts – there will likely be new accounts there. You may not like the way the new accounts are named, feel free to rename them and/or merge with existing accounts that you may already be using to represent them.
  • If you get an error when you attempt to import, check the excel chart of accounts against your current chart of accounts and check for duplicate names/numbers, particularly of a different account “type” This often happens if you already have an account on your item list with the same description or number that is on the one you are trying to import, usually that are a different “type” of item. Example: you have an Expense Account named “Materials,” and you are trying to import a Cost of Goods Sold Account named “Materials.” The account numbers may also be conflicting if you use numbers on your Chart of Accounts.

QuickBooks for Contractors Item List and Chart of Accounts in .iif and excel

(Especially helpful if you receive an error or are integrating into current lists)

Other Templates and References

Other Templates and References

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