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treasurer67
January 23, 2020
Question

How do i export our chart of accounts

  • January 23, 2020
  • 3 replies
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Original commenter did not share additional details

    3 replies

    AddieC
    AddieC
    January 23, 2020

    Hello, 

     

    QuickBooks Online stocks you with a comprehensive and easy-to-navigate Chart of Accounts for you to organize your books with. I know how important it is to stay in-tune with your business finances. I'll explain what you can export from QuickBooks Online. 

    You can save a PDF copy, or print your Chart of Accounts, by clicking the small printer icon above the CoA. To find the CoA, click the Accounting tab on the left navigation menu. 

     

    You can export your General Ledger by clicking the Gear icon > Export. At this time, the option to export the entire CoA isn't available. I know how handy that would be, so I'd be happy to pass on your feedback about this to our product development team for review. 


    If you'd like to submit this feedback as well, click the Gear icon > Feedback. We're always looking for new ways to improve the product to make running your business even easier. 


    I hope this helps. If you have any other questions, please reach out to our tech support team. 

    Have a great day. 

    C
    Chick_Balance
    August 5, 2020

    Following are the steps to export Chart of Account:

    1. In the "Chart of Account" screen, select "Run Report" button. 
    2. On the top right corner of the account list, you will see 4 icons: email, print, export and setting. Select the export icon to export to an excel or PDF document.

    Chick&Balance

      S
      SSchl
      December 9, 2020

      Thanks, @Chick_Balance that was very helpful!

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      January 24, 2020

      @treasurer67 

      Utilize the trial period of these migration tools (i.e exporter for QBO and importer for QBO)

      https://transactionpro.grsm.io/qbo

       

      Good luck!

      A
      Alex M
      May 16, 2023

      Hi there dfaure,

       

      I can see that being able to export the chart of accounts to other formats than Excel would be a feature that you'd like to see available in QuickBooks Online. I recommend you leave feedback in the system for the developers by clicking on the Gear Icon, then Feedback. The comments made in that section are taken into consideration when designing new features for future updates of QuickBooks Online.

       

      if you have any other questions, feel free to reach out here.

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