How to Export QuickBooks' Chart of Accounts (COA)

Easily export your QuickBooks COA using either the desktop version or QuickBooks online. This is required for future accounting exports sent from Passare to your QuickBooks.

    COA in Passare must match COA in QuickBooks for our exports to work properly. By sending us your COA using either QuickBooks desktop or online, we'll set everything up for you so future accounting exports sent from Passare will import easily into QuickBooks.

    From QuickBooks' Desktop Version:

    Open the QuickBooks company file that contains the Chart of Accounts you want to export. From the menu bar at the top, select File > Utilities > Export > Lists to IFF Files.

     

    An export pop-up window containing a checkbox list will display. Select Chart of Accounts from the list.

     

    A Save as dialog box will open. Select the folder you'd like to save this file in from the Save as drop-down box located at the top of the window. Type in a descriptive File Name (Ex: ABC Funeral Home COA) and press Save. Then attach the file and send it to us via email.

    From QuickBooks Online:

    Open the QuickBooks company file that contains the Chart of Accounts you want to export. Click Accounting > Chart of Accounts > Run Report.

     

    The online version of your COA will pop up. Click the Export icon > Export to Excel.

     

    A Save as dialog box will open. Select the folder you'd like to save this file in from the Save as drop-down box located at the top of the window. Type in a descriptive File Name (Ex: ABC Funeral Home COA) and press Save. Then attach the file and send it to us via email.

    Commonly Asked Questions:

    What if I don't want Passare to see my account balances when I send my COA?

    Not a problem! The export will provide a column of data showing the balance for each account by default. This is information we don't need so if you'd like to remove it before sending it to us, right click (do not double click) on the exported file. Choose Open with > Microsoft Excel, delete the column with the account totals, and re-save the file before emailing it to us.

     

    Need Help? Email us at support@passare.com or call 1-800-692-5111!