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9130357930768046
Level 2

Expert Chart of Account with Number

Hello Friends,

I would like to ask you if you can share with me how to include the Account Number in Chart of Account for export.  Thanks

Solved
Best answer February 16, 2024

Best Answers
Heide DC
QuickBooks Team

Expert Chart of Account with Number

Hello there. Welcome to the Community space. I understand the importance of exporting your chart of accounts which includes your account number.

 

I'd like to lay down the steps and details with screenshots that can help for your visual reference. The account numbers feature is off by default. Here’s how to turn it on:

 

  1. Go to Settings gear icon and select Account and Settings.
  2. Select the Advanced tab.
  3. Click the Pencil icon in the Chart of Accounts section.
  4. Turn on Enable account numbers. If you want account numbers to show in reports and transactions, check the box to Show account numbers.
  5. Click Save to confirm.

 

 

With this, follow these steps to export your Chart of Accounts that include an Account number:

 

  1. Go to the Report and search the Account list.
  2. Select Switch to classic view
  3. Click the gear icon and make sure to check the box in the Account #, then Save customization.
  4. In the upper right, find and click the drop-down arrow labeled Export.

 

 

In addition, you can visit this link to learn how to get started with Memorizing Reports in QuickBooks Online: Memorize reports in QuickBooks Online.

 

If you have more questions about customizing your reports or any QuickBooks-related concerns. Feel free to comment down below. Stay safe.

View solution in original post

4 Comments 4
Heide DC
QuickBooks Team

Expert Chart of Account with Number

Hello there. Welcome to the Community space. I understand the importance of exporting your chart of accounts which includes your account number.

 

I'd like to lay down the steps and details with screenshots that can help for your visual reference. The account numbers feature is off by default. Here’s how to turn it on:

 

  1. Go to Settings gear icon and select Account and Settings.
  2. Select the Advanced tab.
  3. Click the Pencil icon in the Chart of Accounts section.
  4. Turn on Enable account numbers. If you want account numbers to show in reports and transactions, check the box to Show account numbers.
  5. Click Save to confirm.

 

 

With this, follow these steps to export your Chart of Accounts that include an Account number:

 

  1. Go to the Report and search the Account list.
  2. Select Switch to classic view
  3. Click the gear icon and make sure to check the box in the Account #, then Save customization.
  4. In the upper right, find and click the drop-down arrow labeled Export.

 

 

In addition, you can visit this link to learn how to get started with Memorizing Reports in QuickBooks Online: Memorize reports in QuickBooks Online.

 

If you have more questions about customizing your reports or any QuickBooks-related concerns. Feel free to comment down below. Stay safe.

9130357930768046
Level 2

Expert Chart of Account with Number

Thank you so much!  I have done!

9130357930768046
Level 2

Expert Chart of Account with Number

Hello Heide DC,

Thank you so much for your help!  I did it and this is great!

CamelleT
QuickBooks Team

Expert Chart of Account with Number

Hi there, 913.

 

It's great to hear that my colleague's instructions helped you manage your Chart of Accounts. We always ensure here in the Community forum to address and provide accurate solutions to every customer's concern.

 

Let me know if you have additional questions about exporting your Chart of Accounts, and I'll get back to you as soon as I can. Have a good one!

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