Import a chart of accounts into Ascend

Ascend software is compatible with Quickbooks. If you want to use Quickbooks for your shop's accounting, you'll need to set up a Quickbooks account first. 

After your account is set up, and the Chart of Accounts (COA) is updated, you can add that information to Ascend.

Ascend's retail accountant team also offers Bookkeeping services for Ascend retailers. Learn more here.  

Import COA into Ascend


Make sure the file you exported from Quickbooks is available on a computer with Ascend.

1. In Ascend, navigate to File > Import > QuickBooks Chart of Accounts.
2.  Find and highlight the file you exported from Quickbooks.
3. Select Open
4. The file is imported into Ascend.

If this chart is replacing a previously imported chart, your existing mapping will stay intact as long as your new chart contains the same account numbers used with the existing mapping. 

Import Class List into Ascend


Make sure the file you exported from Quickbooks is available on a computer with Ascend.

1. In Ascend, navigate to File > Import > Quickbooks Class List.
2. Find and highlight the file you exported from Quickbooks.
3. Select Open.
4. The file is imported into Ascend.  

If this Class List is replacing a previously imported list, your existing class assignment will be lost. You must re-assign the class in Options > Quickbooks



Additional Resources


Article: Set up my Quickbooks account

Article: Assign your Quickbooks accounts in Ascend 

Article: Move files from Ascend into Quickbooks

Integration

  1. Submit an idea for an improvement to the software
  2. Create an Ascend University account
  3. Process Trek warranties
  4. Display my product availability on TrekBikes.com
  5. Accounting for bikes bought on TrekBikes.com (Click & Collect)
  6. Return an item bought on TrekBikes.com
  7. Use the SmartEtailing Direct Mail Customer Export with Ascend
  8. Sign up for text alerts when there's an Ascend service issue
  9. Set up Gift Cards in my shop
  10. Send inventory & pricing information to Locally
  11. Set up a Quickbooks file
  12. Import a chart of accounts into Ascend
  13. Assign your Quickbooks accounts in Ascend
  14. Move files from Ascend into Quickbooks
  15. Ascend recommended practices for QuickBooks®
  16. Join the Ascend Customer Network (ACN) on Yammer
  17. Accessing Dexter from Ascend
  18. Set up Ascend to export (upload) products to an ecommerce (SmartEtailing) website
  19. Set up Ascend to import (download) ecommerce (SmartEtailing) sales
  20. Export (upload) product information to an eCommerce (SmartEtailing) website
  21. Process eCommerce (SmartEtailing) sales
  22. Set up email integration
  23. Help a customer apply for a Trek Card in your store
  24. View availability for Trek products using Order Grids
  25. Get started with Listen360 integration
  26. Listen360 Overview with Ascend
  27. Send purchase and registration information to Bike Index
  28. Register Bikes with Trek during transactions
  29. Selling Trek Project One (P1) bikes
  30. Use the Ascend Retailer Portal on ShareFile
  31. Quality Bicycle Products (QBP) integration
  32. Send bike sale information to Project 529 Garage
  33. Send inventory & pricing information to Bike Exchange

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