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aatraining
Level 1

I have created a second company under AA Forklift Training Centre CC. How do I copy the current chart of accounts to the new company?

 
1 Comment 1
JonpriL
Moderator

I have created a second company under AA Forklift Training Centre CC. How do I copy the current chart of accounts to the new company?

Hi there, @aatraining!

 

You can export your list of accounts so you can copy it to your other company. I'm here to help you accomplish this.

  1. Go to Reports.
  2. Select Standard.
  3. Under For my accountant, select Account List.
  4. Click the Export button.
  5. Select Export to Excel.
  6. Find a folder or location where you want to save your list of accounts.
  7. Click Save.

In addition, here's an article you can read to learn more about how you can move your list of accounts: Move your Lists to QuickBooks Online.

 

As always, you can visit our Importing and Exporting Data articles in case you need some tips and related references for your future tasks.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.