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September 20, 2022
Question

How do I transfer an expense account list to excel

  • September 20, 2022
  • 1 reply
  • 0 views

How do I transfer an expense account list to excel as in equipment expense, etc.

1 reply

September 20, 2022

Hi pswork,

 

Thanks for reaching out here.  QuickBooks Online provides options to export data seamlessly.  I'd be glad to assist!

 

Here's how to export your expense account items to excel;

 

1. Open Settings ⚙ in the top right

2. Select Chart of accounts

3. Enter the account name in the Search field

4. Click on Run report in the Action column

5. Use the ▼ dropdown menu to enter the Report period

6. Select Customize and then Filter

7. Checkmark the boxes for the information you'd like to include on the report

8. Hit Run report

9. Click on the ▼ dropdown beside the download icon and select Export to Excel

You're all set!

 

If you have any other questions, please don't hesitate to reach back out.  We'd be happy to help!