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<< Click to Display Table of Contents >> Importing accounting data |
Access: General Ledger > Allocation > Import accounting data
Things to remember The import of the chart of accounts or the non-accounted quantities is not allowed for a company using the QuickBooks Online accounting software. |
1In File location, click on Browse.
2Select your file
3Select the File type.
Things to remember The import file must comply with the following parameters: ▪Text format (.txt) or CSV (.csv); ▪The field delimiter must be a semi colon (;); ▪The field must appear in the following order: Account number, French description, English description (maximum 30 characters) (example: 5000; Gross salaries); ▪An optional field can be left empty by not placing a value between the two semi-colons (;;). |
4Under Import options, select the Data to be imported.
5Check Replace existing references to replace an existing chart of account.
6Click on Import.
▪If no accounting software is configured in a company, the import is rejected. You will receive a message regarding this matter if this is the case.
7Verify if there are any error or warning messages under the Message list.
▪The detailed import information will be found under Last import.
For more information