How to export Chart of Accounts from QuickBooks to Excel

January 3, 2022

How to export Chart of Accounts from QuickBooks to Excel

How to export Chart of Accounts from QuickBooks to Excel

Here is a 1 minute guide on how to export your Chart of Accounts from QuickBooks to Excel.

1. Go to QuickBooks

2. Go to Reports

Go to Reports

3. Select the Account List report

Select the Account List report

4. Click the Download/Export Icon

Click the Download/Export Icon

5. Click on Export to Excel

Click on Export to Excel

That's it. Now you can import the file to your Excel spreadsheet and manage your Chart of Accounts.

What if there was a way to automatically sync your Chart of Accounts to your spreadsheet?

A way that automatically updates your Chart of Accounts whenever you add a new account.

A way where you won't waste hours on manual import/export but instead always have up-to-date accounts.

That's exactly what you can achieve with LiveFlow's QuickBooks & Google Sheets Extension.

Here's how it works:

  1. Install LiveFlow's QuickBooks & Google Sheet extension here
  2. Connect your QuickBooks account (you can connect as many accounts as you like)
  3. Import your Chart of Accounts (Account List) to your Google Sheet
  4. Add a new accounts in QuickBooks, click refresh in your Google Sheet, and everything will be up-to-date

Try LiveFlow for free here

Beyond importing your Chart of Accounts (Account List) from QuickBooks to Google Sheets, you can also import all of these reports:

  • Profit & Loss (P&L)
  • Profit & Loss (P&L) Detail
  • Balance Sheet
  • Balance Sheet Detail
  • Cash Flow
  • A/P Aging
  • A/R Aging
  • A/P Aging Detail
  • A/R Aging Detail
  • Transaction List
  • General Ledger
  • Trial Balance
  • Income by Customer Summary
  • Sales by Customer Summary
  • Collections Report
  • Bill Payment List
  • Customer Contact List
  • And more coming soon!

Try LiveFlow for free here

Continue reading

Bring financial data into Google Sheets. Fast.

Try out our Google Sheets Add-On and bring your P&L, Balance Sheet and Cash Flow into Google Sheets in no time.

Capterra & LiveFlow
G2 & LiveFlow Reviews
LiveFlow reviews on Product Hunt
Watch demo