You will get a list of chart of accounts for QuickBooks Online in Excel Format
You will get a list of chart of accounts for QuickBooks Online in Excel Format
Chart of Accounts
A common list of Chart of accounts in Excel format to use in QuickBooks Online
- Delivery time 1 day
1 day
delivery —
20 May 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Gurpreet gets paid once you are satisfied with the work.
Project details
QuickBooks uses your chart of accounts to organize all accounting. So, you will get an Excel template file that includes all the common list of chart of accounts. Instead of manually entering your accounts, you just need to import this template file to your QuickBooks online and It will save your time.
Tip: The best time to import accounts is when you’re still setting up your company in QuickBooks. If you don’t have a lot of accounts to add, you can create new accounts instead.
Steps to import Chart of Accounts :
1. Sign in to QuickBooks Online.
2. Select Settings ⚙. Then select Import Data.
3. Select Chart of Accounts.
4. To upload a file from your computer, select Browse and choose the file. Then select Open.
5. Choose the Excel template file, and then Select.
6. Select Next.
7. Map your spreadsheet fields to QuickBooks fields
8. If you see a field highlighted in red, hover over the highlighted field to see what you need to fix.
9. Uncheck any account you don’t want to save.
10. If everything looks good, select Import.
Tip: The best time to import accounts is when you’re still setting up your company in QuickBooks. If you don’t have a lot of accounts to add, you can create new accounts instead.
Steps to import Chart of Accounts :
1. Sign in to QuickBooks Online.
2. Select Settings ⚙. Then select Import Data.
3. Select Chart of Accounts.
4. To upload a file from your computer, select Browse and choose the file. Then select Open.
5. Choose the Excel template file, and then Select.
6. Select Next.
7. Map your spreadsheet fields to QuickBooks fields
8. If you see a field highlighted in red, hover over the highlighted field to see what you need to fix.
9. Uncheck any account you don’t want to save.
10. If everything looks good, select Import.
Target Country
WorldwideUS$5
- Delivery time 1 day
About Gurpreet
Accounting and Finance
Talwandi Bhai, India - 9:48 pm local time
I can manage the accounts payables and receivables, prepare the P&L, balance sheet and even the cash flow statement. I ensure that all transactions have been recorded in the journal entries, post them in the general ledger, reconcile the P&L and balance sheet financial statements and then close the books every month.
Here’s what I can bring to your project:
✍️ Experience in managing the accounts payables and receivables transactions.
✍️ Ability in preparation of financial statements that is, P&L, balance sheet and cash flow statement.
✍️ Expertise in accounts reconciliation and managing month-end accounts closure.
✍️ Communication with consistent updates.
It is my goal to provide my clients with high-quality work that is reliable, trustworthy, and dedicated
Looking forward to working with you.
Gurpreet Kaur
Steps for completing your project
After purchasing the project, send requirements so Gurpreet can start the project.
Delivery time starts when Gurpreet receives requirements from you.
Gurpreet works on your project following the steps below.
Revisions may occur after the delivery date.
List of Chart of Accounts
Provide excel template file that includes a list of chart of accounts