Common Issues Importing Chart of Accounts into QuickBooks Online

Aug 01, 2024

946

COMMON ISSUE	RESOLUTION
Invalid Account Type	See this article for valid Account Types
Invalid Account SubType	See this article for valid Account SubTypes (Detail Type). Valid Account SubTypes depend on the Account Type.
Wrong Currency Imports	Multi-currency not turned on in QuickBooks Online Account and Settings.
	If an invalid currency is imported, Account will be assigned the default currency type.
	See this article for valid Currencies
Account Number Not Importing	Use Account Number Option not turned on in QuickBooks Online Account and Settings.
Sub-Account Name Not Importing	Sub-Account Name must include full name with a colon between each level with no space on either side of the colon.
	Example: ACCOUNT:SUB-ACCOUNT
	See this article for more info.
Account SubType (Detail Type) will not update	On an existing Account, the SubType must exist for the current Account Type.
Account Type will not update	On an existing Account, the Account Type cannot be updated for certain types if transactions already exist for the Account. (Bank, Undeposited Funds, Inventory)