Import a chart of accounts into Ascend
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.
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.
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.
Article: Set up my Quickbooks account
Article: Assign your Quickbooks accounts in Ascend
Article: Move files from Ascend into Quickbooks
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