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

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