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Replying to:
Catherine_B
QuickBooks Team

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Yes, I can help and show you another to export your lists, deon.

 

You'll want to run a Chart of Accounts report and then export it to Excel. After exporting, you can open the Excel file and follow the column format QuickBooks Online prefers. Then, save it as a CSV file type. 

 

Here's how to run the Chart of Accounts report: 

 

  1. Open your QuickBooks Desktop company file.
  2. Go to the Lists menu and click Chart of Accounts.
  3. From the bottom menu, click Reports and select Account Listing.
  4. Click the Excel drop-down in the Account Listing report.
  5. Select Create New Worksheet and then click Export.

After the export is done, the Excel window will open. Format the columns accordingly and then follow these steps to save it as a CSV type. 

 

  1. Click File > Save As.
  2. Select the location where you can easily locate the file.
  3. Enter a File name and from the Save as type drop-down. select CSV (Comma delimited).
  4. Click Save.

You can now import the file into QuickBooks Online. 

 

Keep me posted on how this works and if you're prompted with errors so I can walk you through it. Take care!

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