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How to Import chart of accounts and lists

Import Chart of Accounts into Quickbooks and lists from your old company to your new QuickBooks Online company through an Excel (*xls) file.

Customer Contact List

Export the customer data from your old company.

From the left menu, select Sales then Customer.

On the Customers page, select the User-added image icon on the right.

Note: If you want to include deleted/inactive customers, select the gear icon next to the export icon and check the Include inactive box.

Save the exported file.

Import the file into your new company. You can check this sample customer file to see how headers must appear in your spreadsheet.

Select the Gear icon at the upper right.

Under Tools, choose Import Data.

Select Customers from the list.

In the Import Customers page, select Browse.

Find and select the Excel file, then choose Open.

Select Next to continue.

Note: If you're missing any critical data, those fields will be highlighted in red; if your data is ok, you'll see a check mark.

Select Next.

Adjust your data if there are fields highlighted in red, then select Import.

Note: Terms on the left menu bar will vary based on company setup.



Vendor or Vendor List


Export the vendor/vendor data from your old company.

From the left menu, select Expenses then Vendors or Vendors.

On the Vendors or Vendors page, select the User-added image icon on the right.

Note: If you want to include deleted/inactive vendors (vendors), you must select the gear icon next to the export icon and check the Include inactive box.

Save the exported file.

Import the file into your new company. You can check this sample vendor or vendor file to see how headers must appear in your spreadsheet.

Select the Gear icon at the top.

Under Tools, choose Import Data.

Select Vendors or Vendors from the list.

In the Import Vendors or Vendors page, select Browse.

Find and select the Excel file, then choose Open.

Select Next to continue.

Note: If you're missing any critical data, those fields will be highlighted in red; if your data is ok, you'll see a check mark.

Select Next.

Adjust your data if there are fields highlighted in red, then select Import.

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