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Level 1

Hi I need to copy a chart of account from one QB to a another. Can this be done ?

 
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QuickBooks Team

Hi I need to copy a chart of account from one QB to a another. Can this be done ?

Hi there, jpercey1.

 

Yes, can this be done in QuickBooks Online. I suggest exporting the Account List report and then import this into another QuickBooks account.

Here's how:

 

1. Open your QuickBooks account.
2. Click Reports at the left panel.
3. Go to the search icon and type Account List.
4. Click the Export icon at the right corner.
5. Choose either Export to Excel or Export to PDF.

 

Once done, you can now import this Account List report to another QuickBooks account. You can refer to this article to see the steps: Move your chart of accounts to QuickBooks Online.

 

Please refer to this article on how to import your suppliers, customers, and inventory to QBO: Move your lists to QuickBooks Online. This article also provides information on how to resolve errors when importing lists.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.