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

      Export Chart of Accounts for QuickBooks Online

      This can be used to set up the Quickbooks Online chart of accounts.

      QuickBooks Setup:

      Login into 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 that file to an email and send to the Implementation Manager.