October 14, 2022
There are several reasons why you might want to export chart of accounts QuickBooks. However, like most things in the accounting world, the first time you need to complete this task, you might not know where to start.
Exporting and importing charts of accounts in QuickBooks is a very useful skill to have. Here’s all the information you need to know.
If you need to download a list of charts of accounts in QuickBooks, the easiest way is to export a chart of accounts in QuickBooks. The steps are:
1. Log in to QuickBooks and open the QuickBooks company file you want to download
2. Go to the lists menu
3. Click Chart of Accounts
4. Find “Reports” on the bottom menu and select Account Listing
5. Select the Excel drop-down from the Account Listing report
6. Choose Create New Worksheet, and click Export
Once your chart of accounts is in Excel, you can import it to another company in QuickBooks or use it in a variety of ways in Excel.
Yes, you can export a chart of accounts in QuickBooks online and in the desktop version using a similar method.
All versions of QuickBooks have a similar layout and structure, so the method outlined above to export a chart of accounts in QuickBooks should work regardless of what version you have.
Once you have followed the process outlined above to export your chart of accounts from QuickBooks, you shouldn’t have to extract it. Simply open the file in Excel and use it as required.
The process outlined above should work when you need to export a chart of accounts in QuickBooks online, but sometimes, you want to do the reverse. If you have a chart of accounts in Excel that you want to import to QuickBooks, there is a process for that too. Here are the steps:
1. Log in to your QuickBooks account
2. Go to the Lists menu
3. Choose Chart of Accounts from the menu options
4. Select “Import from Excel” from the list of options
5. Select the saved Excel file you want to import
6. Select “Add New” from the Add or Select a Mapping option
7. Select accounts to map your accounts from Excel to QuickBooks
8. Choose “Import”
9. Click Yes
This is a great way to save time setting up a new company in QuickBooks if you plan to use the same or similar account structure to another company. Simply export the chart of accounts from the company you want to clone in your system, and then follow these steps to import them and reuse them again.
Some functions in QuickBooks – like exporting and importing a chart of accounts – are best done using Excel. However, there are many other times when you might wish you could connect your QuickBooks data directly to a spreadsheet.
That’s precisely why we built LiveFlow.
QuickBooks is a fantastic accounting package, and it’s got lots of reports and accounting features built in. However, there are many reports and data uses that aren’t built into the system. You do have the option to export data to excel using a similar method to what we’ve outlined here, but then you still need to format the data the way you need it presented. Not to mention that as soon as your QuickBooks system changes, your data is out of date!
LiveFlow changes that by creating a live, real-time integration between your QuickBooks data and your custom Google Sheets spreadsheets and workbooks. Whether you’re using your QuickBooks information to build models, reports or detailed analyses, once you’ve connected and mapped it once, it will always be up to date.
Exporting information to Excel is a great option if you need to do specific things like export a chart of accounts from QuickBooks, but it’s not ideal if you need to use that data for something else.
So instead of spending time formatting, filtering and using Excel exports, you can build your spreadsheets once, and they’re always up to date!
If you want to learn more about LiveFlow and how it can change the way you use data from QuickBooks, contact our team. We’re always happy to answer questions, give you tips and templates, or book a live demo so you can see how it works for yourself.
Want to eliminate manual updates of your Excel & Google Sheets models?Yes, show me how