Note: You can perform the exact same steps to update expense accounts or add new expense accounts from Quickbooks. Reconciler will not duplicate an account that has already been created.
Step 1 - Export your chart of accounts from Quickbooks
- Log into quickbooks and browse to File -> Utilities -> Export -> Lists to IIF files.
Step 2 - Select Chart of Accounts from the Export list and click "OK"
- Select "Desktop" or some other destination to export the file to and then you should see "Your data has been exported successfully."
Step 3 - Import Chart of Accounts file into Reconciler
- Log into Reconciler and browse to Company Settings -> Expense Accounts and click "Quickbooks Import"
Browse and select the .IIF file you exported from Quickbooks, click "Submit" and you should see a confirmation that your Expense Accounts have been imported successfully as well as all of your expense accounts listed below.