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QuickBooks Online Exporting Chart Of Accounts

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.