Preparing your Excel or CSV file for import into QuickBooks
Use the column headings below when you prepare your file for importing
account data into QuickBooks. For the data contained in the rows below the
column headers, follow the guidelines in the table when preparing or entering
ACCOUNT TYPE (Required): The type of account
Cost of goods sold
Long term liability
Other current asset
Other current liability
ACCOUNT NUMBER: The account number of the account
ACCOUNT NAME (Required): The name of an account in your chart of accounts. Note: If you're importing a child (or sub) entry for a parent (or main) entry, the parent entry must already exist in order for the child entry to be imported correctly.
DESCRIPTION: A brief description of the account.
BANK ACCT. NO/CARD NO./NOTE: The account number of the account.
OPENING BALANCE: The opening balance of the account.
AS OF (DATE): A date.
REMIND ME TO ORDER CHECKS: When you use the check number you enter here, you're reminded to order checks.
TRACK REIMBURSED EXPENSES: Enter Yes or No.
INCOME ACCOUNT FOR REIMB. EXPENSES: Enter the name of the income account that you use to track the above reimbursed expenses.
ACCOUNT IS INACTIVE: Enter Yes, No, Active, or Not-Active.
About importing lists from Microsoft Excel