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Is there a way to create a report in Excel that separates the account numbers from the account description?

 
4 Comments
QuickBooks Team

Re: Is there a way to create a report in Excel that separates the account numbers from the accoun...

It's nice to see you in the Community, DEP6!

 

Yes! There's a way to create an excel report which separates the account numbers and descriptions. I'm here to show you how it's done in QuickBooks Online. 

 

You can run and customize the Account List report prior to exporting it to an excel file. This will show the details and balance for each account in your Chart of Accounts. 

 

Here's how:

  1. Go to Reports in the left navigation panel. 
  2. Ensure that you're in the Standard page. 
  3. Scroll down to the For my accountant section, then choose Account List.
  4. Select Customize, expand the Rows/Columns options and click the Change columns link.
  5. Under the Select and reorder columns, put or remove the check marks to the boxes you need. 
  6. Click Run Report.

Once done, click the Export icon and select Export to Excel (see screenshots below).

 

For more details about modifying reports, check out this article:

 

How to customize reports

 

You're all set! This should give the information and format you need. 

 

If you have other questions in mind, let me know by leaving a comment and I'll get them answered for you. Have a great day! 

 

Established Member

Re: Is there a way to create a report in Excel that separates the account numbers from the accoun...

Is there a way to do this in the desktop version of Quickbooks?

Established Member

Re: Is there a way to create a report in Excel that separates the account numbers from the accoun...

Is there a way to do this in the desktop version?

QuickBooks Team

Re: Is there a way to create a report in Excel that separates the account numbers from the accoun...

Yes, you can do this in QuickBooks Desktop, Allisonc.

 

The Account Listing report will provide a different column for the account number.

 

Follow these simple steps:

  1. Click Reports.
  2. Go to List.
  3. Choose Account Listing.
  4. Click Excel, then choose Create New Worksheet.
  5. Click Create new worksheet, then choose in new workbook.
  6. Click Export.

Check the screenshots for your reference.

 

 

 

Don't hesitate to reach out to us if you have other concerns.