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December 4, 2021
Question

How do i create an an excel spreadsheet from quickbooks desktop?

  • December 4, 2021
  • 1 reply
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how do I create an excel spreadsheet of chart of accounts from quickbooks desktop?

1 reply

December 4, 2021

I'll guide you through how, @lorraine-totalre.

 

Let's go to your Chart of Accounts to see it. Here's how:

 

  1. Go to Lists.
  2. Select Chart of Accounts.
  3. Scroll down and select the Reports drop-down. If you want to export the list of accounts, just choose Account Listing or tap Reports on All Accounts for specific accounts.
  4. Click the Excel drop-down at the top and follow the steps that'll guide you through the rest. See the image below.

 

 

 

For details about exporting Excel Spreadsheets, check out this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

Additionally, here's a link that'll help you manage reports: Reports.

 

Please let me know if you have other questions or concerns about reports. I'll be around for you. Take care and have a nice day ahead.