How To Export Chart of Accounts to Excel in QuickBooks Online

Written By

Have you ever needed to export your Chart of Accounts in QuickBooks Online to Excel? In today’s blog post, we’re going to show you how to do exactly that.

Step 1) Navigate to Chart of Accounts

From your dashboard, you will see a navigation bar on the left hand column. That navigation bar will have about ten items in it. Towards the bottom of the navigation bar, you will see a link labeled Accounting. Hover over accounting and a sub-menu will pop up labeled “Chart of Accounts.” Click that link.

Navigating to the Chart of Accounts in Quickbooks

Step 2) Run Report

The next step in this process is to run the report. This part is very straight forward. If you properly executed step one, the screen you are now on will be titled Chart of Accounts and will have a button titled “Run Report” in the right hand side. For reference, there will be a green “New” button directly rto the right of the “Run Report” button.

Run report in Quickbooks Chart of Accounts

Step 3) Export the Report

After running the report, you are brought to a page that has a list of accounts for your QuickBooks Online file. These are all the accounts that will be exported. To export this report, navigate again to the upper right hand column and look for a group of four icons. The icons are an envolpe, printer, paper with an arrow, and a gear. Click the paper with an arrow to export this report. Doing this will initiate a download and a report will now be stored on your computer.

Exporting a report in Quickbooks

Step 4) Confirm your file download

Locate your downloads folder and open the file. Your file should look like the one below.

Locating your exported Quickbooks report

And there you have it. That’s how you export your chart of accounts to Excel from QuickBooks Online.

☕ If you found this helpful you can say “thanks” by buying me a coffee…
https://www.buymeacoffee.com/gentlefrog

If you would like to see this in real time, watch embedded youtube video below.

Need some one-on-one QuickBooks assistance?
Share Now

This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

Leave a Reply

Your email address will not be published. Required fields are marked *

Read similar articles

How to Use the New QuickBooks Online Invoice Layout (2024)

Learn how to Use the new QuickBooks Online invoice layout.

Have a QuickBooks / Bookkeeping Question?

Let me know what you’d like to see in future videos, blog posts, and courses.

Review Your QuickBooks

Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

FREE Mini Course

Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

We won’t send spam. Unsubscribe at any time.

Review Your QuickBooks

Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

FREE Mini Course

Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

We won’t send spam. Unsubscribe at any time.