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Export QuickBooks Chart of Accounts

Easily export your QuickBooks Chart of Accounts (COA) using either the desktop or QuickBooks Online version.

    From the 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 appear.

    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 (Example: ABC Funeral Home COA) and Save.

    Then attach the file and send it to Passare via email.

    From the QuickBooks Online Version:

    Open the QuickBooks company file that contains the Chart of Accounts you want to export. 

    Select Accounting > Chart of Accounts > Run Report.

     

    The online version of your Chart of Accounts will pop up.

    Select 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 (Example: ABC Funeral Home COA) and Save.

    Then attach the file and send it to Passare 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. We don't need this information so if you'd like to remove it before sending it, 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 to Passare.

     

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