A

Anonymous

Question

Can I export the chart of accounts to an excel file? I want to use the format to create a chart of a count for another company I am managing.

Forum|Forum|7 years ago
February 3, 2019
3 replies
15 views

No text available

QuickBooks Online

P

Pete_Mc

Level 5

While you're in the Chart of Accounts, click on Run Report (upper right).

Then again in the upper right click on Export icon (next to the gear) and choose Excel.

L

Luna1595

You are awesome! Thanks for the help.

AngelLisa

For Desktop Users I found this solution:

Note - You do not need to be in Admin to do this. It only provides the Account Name, Type and Income Tax Line, NO Descriptions.

1) Open Chart of Accounts (Lists, Chart of Accounts)

2) File

3) Print List

4) if Popup click "Ok", if no popup proceed to step 5

5) On "Settings" tab under "Print To:" Select "File"

6) In bottom drop-down menu select "Comma Delimited File"

7) Click "Print"

8) Save to wherever you like and name whatever you like.

9130 3496 2458 5856

Wonderful method.

Thank you

@AngelLisa wrote:
For Desktop Users I found this solution:
Note - You do not need to be in Admin to do this. It only provides the Account Name, Type and Income Tax Line, NO Descriptions.

1) Open Chart of Accounts (Lists, Chart of Accounts)
2) File
3) Print List
4) if Popup click "Ok", if no popup proceed to step 5
5) On "Settings" tab under "Print To:" Select "File"
6) In bottom drop-down menu select "Comma Delimited File"
7) Click "Print"
8) Save to wherever you like and name whatever you like.

G

GESTRELL

Hello

When you are in the Chart of Account screen, click on the down arrow of the 'Reports' tab towards the bottom of the screen. Choose Account Listing.

A report of all your Accounts (CoA), Type, Balances and Descriptions will be displayed.

You can then print, email, send to excel etc...

G

GESTRELL

Hello

On the Chart of Accounts screen, click on the down arrow of the 'Reports' tab on the bottom of the screen.

Choose Account Listing.

A report with your Accounts (CoA), Types, Balances and Descriptions will appear.

You can then print, email or export to excel etc...

M

mewithacctg

When you export the GL , the #'s dont come thru into excel

Nicole_N

QuickBooks Team

I'll share some insights about exporting the General Ledger report to Excel in QuickBooks Online, @mewithacctg.

When exporting reports to Excel, it will give you the file in a protected view. That's why there is missing data. To view the full report, you just need to click the Enable Editing button in the upper part of the Excel file.

I'd also like to share this article for additional reference: Export Your Reports To Excel From QuickBooks Online.

Moreover, you can always customize your report to focus on the important details. After that, I suggest saving the current settings by clicking Save Customization. That way, you won’t have to go through the customization process again in case you need the same information in the future.

If you have follow-up questions about exporting reports to Excel or any other matters related to QuickBooks that you'd like to discuss, please comment down below, and we'll get back to you.

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