QuickBooks for Your Business2018-10-10T15:37:45+00:00

Import chart of accounts

The accounting process starts outside of quick-books. Having a good plan before entering data increases the likelihood of having good data in quick-books. If you are not sure how to do this, be sure to go through this free course.

The first thing Joe does is import his lists as follows:

  1. Chart of accounts
  2. Products and services
  3. Customers
  4. Vendors

The first to import is the chart of account. If you do not know how to create a chart of account, be sure to go through this free course.

  1. Download the Joe’s chart of account by clicking here
  2. Follow the instructions in the slides and videos to see how Joe imports his customer lists.

One Comment

  1. Evelyn Ivy, CPA, MBA September 30, 2018 at 2:14 pm

    Click next

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