How To Import Your QuickBooks Chart of Accounts

This article assumes you've already connected to your QuickBooks account, if not please refer to the QuickBooks connection guide here.

Step 1

Head to the "Classifications tab.

Step 2

Click on the "Sync Accounts" button. This button will only appear when QuickBooks is connected to Cryptoworth.

Step 3

Click on the "Select All Accounts" box to select all the accounts. 

Note: You can select specific accounts if desired instead.

Step 4

Scroll all the way to the bottom and click on the "Next" button. Then confirm by clicking on "Submit".

Your chart of accounts will now have been successfully imported.

If you head back to your "Classifications page, you will see that your chart of accounts from QuickBooks will now be shown.