Chart of Accounts Sync

Re-import the QuickBooks chart of accounts export to pick up new Transport Expense subaccounts as finance creates them for each plate.
In QuickBooks Desktop: Reports → List → Chart of Accounts, then Excel → Create New Worksheet. Upload the resulting .xlsx file below as-is — no need to convert it to CSV first.
Drag & drop the Chart of Accounts .xlsx here, or click to browse
.xlsx only, up to 10 MB
This replaces the entire chart of accounts table — safe to re-run any time finance sends a fresh export.
Paste a QBXML AccountQueryRs response, or just the <AccountRet> elements copied out of one — either works. Same import logic as the Excel option: this replaces the entire chart of accounts table.
This replaces the entire chart of accounts table — same as importing from Excel.
Uploading and parsing…
Last import
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Transport Expense subaccounts
Plates that currently have an official QuickBooks account (matched automatically on the Reclassify Sales screen). Double-click a row to pick it as the target for a plate-name correction below.
PlateAccount
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Complete Chart of Accounts
What's currently in qb_chart_of_accounts .
0 accounts
Account Type Description Accnt. No.
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Number Plates ↔ Chart of Accounts
Every plate seen on an Internal Sales invoice, matched against its Transport Expense subaccount. Rows in red don't have one yet — use Create Account to queue one for QuickBooks. Click a plate to see its sales history.
0 plates 0 missing 0 pending New Plate
Correcting plates into → . Check the plate(s) below that should be merged into this one, then click Update New Plate.
Number Plate Chart of Accounts Entry New Plate Action
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Sale Items ↔ Chart of Accounts
Every item seen on an Internal Sales invoice, with its Credit Account (itemsclient.CreditAccount). Inventory items should credit an Inventory Asset account (posted as a QuickBooks Inventory Adjustment). Service items should credit an Income account (posted as a Journal Entry).
0 items 0 pending
Item Item Type Credit Account
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