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How to specify account NUMBERS instead of NAMES

Solution

You may specify your QuickBooks account number instead of the name for any account.

For example, you may specify bank account "10100" instead of "My checking" or expense account "1234" instead of "My Expenses".

Note that the QuickBooks chart of accounts has two, separate fields for the name and the number.  If your account name includes numerals, then you must include those numerals. For example:

If the account name is "1000 Income" (the numerals are part of the name), then enter the full name, "1000 Income".

If the account number is separate from the name, use the number -OR- the name, not both.

If you have imported your transactions and find that unwanted, duplicate accounts have been created, it is easy to correct:

  • in QuickBooks, go to the Chart of Accounts (Lists > Chart of Accounts)
  • select an unwanted account and EDIT it
  • change the NAME to match the name of the wanted account
  • SAVE the change. 
  • QuickBooks will warn that an account with that name already exists and ask if you want to merge the two accounts. Select YES.  All of the transactions from both accounts will be merged together in the desired account.

See alsoHow to enter Sub-accounts

 
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Category: Configuring / Customizing the Converter
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