User Query: How do I export chart of accounts to an excel file in QuickBooks?
Are you looking for an easy yet error-free process that can help you export chart of accounts (COA) in QuickBooks Desktop? If yes, this article will guide you to commence the requisite process in a hassle-free manner.
Importance of Chart of Accounts in QuickBooks
It provides a holistic listing of all the financial transactions in the company so that accounts can be properly managed, and compliance needs are seamlessly met. It also allows businesses to gain insights into their overall financial health.
Therefore, when exporting COA, you need to ensure that each step is followed with utmost attention. The process can be done either by connecting with QuickBooks tech support team professionals by simply dialling the number or by following the below elucidated steps:
Not to Miss – Before you start off the process, do not forget to create a backup copy of the QuickBooks file for company. This process is essential as it will help you recover files in case you lose any data due to unforeseen circumstances. Moreover, it is important to log in to the QuickBooks account as the Administrator to commence import or export process. In a situation, wherein more than one user is in your company file, make sure you are not utilizing active multi-user mode.
Do You Know: How to Change Account Type in QuickBooks?
- First, you need to open up the company file of QuickBooks and find out the chart of accounts that you are willing to export.
- Once you have selected the COA, you need to select “File” from taskbar and go to “Utilities”. From Utilities, select the option mentioned “Export”.
- Now, click on the Lists to the IIF files and from the displayed list you need to opt for Chart of Accounts option.
- A “Save As” dialog window will pop-up and you need to save the files by choosing the location from the drop-down menu list.
- Herein, you need to open up an Excel file and find out the data from the taskbar at the top navigation
- Now, you are required to choose “From Text” option. After you select the “From Text” option, a pop-up window will appear mentioning “Import Text File”.
- Thereafter, move to the folder wherein you have saved COA. In case you are using older edition of Microsoft Office 2010, find out “Text Import Wizard”. Now, select the specific IIF files that you wish to export.
- Moving ahead, you need to click on “Delimited” option and Click Next. Now, choose from the delimiter and also select column data format. Once selected, click on General.
- Lastly, you need to save the files by choosing the location for importing the files.
- Now, choose the previous Excel worksheet option and click “Ok” to proceed. From the file menu, click on “Save as” option and your requisite file will be saved in the Excel file format.
Hope, these steps will help you perform the job easily. In case, you get stuck anywhere, you can simply reach out to QuickBooks Desktop technical team anytime at Live Chat.
Q: How to export the chart of accounts to an excel file template?
A: There is a simple way to get export your COA file in excel format or template, follow the process below:
- Open Chart of Accounts (Lists > Chart of Accounts)
- Print List
- If you will see the Popup click “Ok”, if no popup proceed to step 5
- On “Settings” tab under “Print To:” Select “File”
- In bottom drop-down menu select “Comma Delimited File”
- Click “Print”
- Save to wherever you like and name whatever you like.