Accounting
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      1. Passare Pro
      2. Business management
      3. Accounting

      Export Chart of Accounts for QuickBooks Online

      Set up the Quickbooks Online chart of accounts.

      QuickBooks Setup

      Start by logging in to QuickBooks Online

      Go to Accounting > Chart of Accounts

      Select Run Report in the top right-hand corner.

      Running a report for chart of accounts

      Select the gear icon in the top right-hand corner.

      Be sure these settings are selected:
        • Account #
        • Account
        • Type
        • Detail type

      Setting selection for chart of accounts report

      Select the paper with an arrow icon below and Export to Excel.

      Exporting chart of accounts report to excel

      A file will download.

      Attach the file to an email and send to the Implementation Manager.