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When you switch over to latest edition of QuickBooks from the older one and you don’t want to create a new chart of accounts in the newly-upgraded software, then you have to furnish a slew of technical steps if you already have a bulk of company files and accounts created in the older edition. And this is the same what the account professionals are required to do if they are switching over to QuickBooks. Importing data files and chart of accounts into QuickBooks is completed by implementing a slew of technical procedures.

Here the blog takes you through all the necessary steps that you must put into action before importing the data files. At the outset, you must recognize the vulnerable areas in QuickBooks that might confront an issue during the procedure. In such conditions, you may avail of the customer service for QuickBooks from the Intuit experts.

Importing accounts from the existing files:

First of all, you have to import the chart of account from the existing files. And they are required to have converted in the MS Excel format so as to import the same back to the upgraded edition without any technical obstacles. During the process, you will have to import customers list, vendors list, and chart of accounts, along with other important data files.

There is a huge possibility of QuickBooks errors in such practices, but you must remain careful with respect to some possible technical issues. Call Intuit QuickBooks customer support and ensure a real-time access to the technicians with all the possible solutions.

For every file, there is an exclusive set of technical procedures—you should contact the technicians and ensure a flawless import to QuickBooks.

Importing Chart of Accounts in your upgraded QuickBooks:

If you have an Excel sheet of the Chart of Accounts prepared, then it’s quite easy for you to import the same in a new accounting program. But, on the other hand, there are some technical procedures that you have to go through to convert the data into an Excel format. The official professionals at quickbooks.intuit.com outline all the technical procedures as follows:

  • Go to the settings options and click on import file button
  • Browse the data files that you have to import
  • Now select the files
  • Open the COA.xls and click Continue
  • It will complete the import process

If any issue happens to the process, it will highlight the files with an error message. You may contact QuickBooks support phone number and get a direct access to the technicians for an instant Intuit customer service support round the clock.

And it comes to importing the Excel data files in your new QuickBooks program. It can be performed from the accounting program. It’s an easy process as it takes a few simple steps. Once the files are imported, you can check out the data files and make sure you have restored all your files and Chart of Accounts.

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