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qbo9
Level 2

Why am I unable to export chart of accounts from QBO to excel format?

I am only able to print the COA to pdf, not export to excel from the COA list screen.  The online help tells me that I should be able to export to excel, but I do not see that option.  
3 Comments 3
Trish_T
QuickBooks Team

Why am I unable to export chart of accounts from QBO to excel format?

Hi qbo9,

 

Thanks for reaching out here.  QuickBooks Online provides options for exporting your data.  I'd be glad to assist!

 

One of the ways to export your Chart of accounts is by following these steps;

 

1. Open your Settings ⚙ and select Export data

2. Click on the Reports tab

3. Turn on the toggle for the General Ledger

4. Hit Export to Excel

 

Here's another option;

 

1. Open your Settings ⚙ and select Chart of Accounts

2. Click on the ▼ dropdown menu in the Action column and select Run Report

3. Enter the Report Period

4. Select Customize

5. Open Rows/Columns and checkmark the boxes to apply

6. Use Filters to add additional information as you feel necessary

7. Hit Run Report

8. Click on the Export icon to Export in Excel

Here's a helpful guide for your reference, to assist with exporting data from QuickBooks Online.

 

If you require additional assistance, please don't hesitate to contact us.  We'd be happy to work with you directly and ensure you're able to export your data without further delay.

 

Feel free to reach back out with other questions.  We're here for you!

mrtrans
Level 1

Why am I unable to export chart of accounts from QBO to excel format?

I have been using QB desktop for 20 years and up until recently I was able to export to an EXCEL spreadsheet.

I am very angry that QB does not provide export to excel anymore. 

I pay Intuit lots of money for this, but they are crooks, charging more, but providing less.

If this is not restored, I will do my best to discourage anyone using QB.

 

What is it called when you charge the same and provide less.

Frigin dam!

JamesM4
QuickBooks Team

Why am I unable to export chart of accounts from QBO to excel format?

Hello mrtrans. Thanks for chiming in on this thread. To make sure we're both on the same page, what type of files are you looking to export?

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