Mass edit of CoA numbers
released
K
Kristina Edmondson
It would be nice if we could mass edit chart of account numbers. Our firm often does Chart of Account clean up and being able to make mass changes would be amazing. I have some that create an account list and add numbers based on the next number rather than grouping account types together.
Subhanan Sahoo
marked this post as
released
Subhanan Sahoo
Kristina Edmondson If you on an QBO Accountant/Advanced SKU, then you could use 'Spreadsheet Sync' to get all your COA details to an excel, bulk edit and sync it back to QBO. https://youtu.be/wbaDTSq79Kk?t=123
K
Kristina Edmondson
Subhanan Sahoo even if the chart of accounts is already heavily used? As in, when we get an active client and need to renumber them all? Would we also be able to "reuse" a number? For example, they already are using the number 201, but rather than being a liability account it is an expense. By downloading the excel and then spreadsheet sync would we be able to "use" account 201 again? Apologies, I have never used spreadsheet sync before.
This post was marked as
under review