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How can I migrate the chart of accounts from desktop quickbooks to excel?

 
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QuickBooks Team

How can I migrate the chart of accounts from desktop quickbooks to excel?

Welcome to the Community, @mannsea2003-yaho, and thanks for reaching out here for help on your chart of accounts! I can happily provide you with the steps needed to create that excel file.

 

While logged into you QuickBooks Desktop:

  • Go to Reports in the top menu
  • Select List and then Account listing
  • Once that opens, click on the dropdown beside Excel
  • Lastly, select Create New Worksheet

This will include the Account Name, Type, Balance Total, and Description. If this is not what you are looking for or you need any help with these steps, don't hesitate to reach back out to me through this post. Happy to help you get the spreadsheet you need. :)

 

 

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