How to export chart of accounts in QuickBooks?
by QbEnterpriseSupport Services QuickBooks Enterprise SupportThe
chart of accounts in QuickBooks will show you the list of your company’s
balances and accounts. With the help of the list, you can organize your
transactions on your tax and reports forms. Apart from this, you will also come
to know about the money you have and owe in every account. Chart
of accounts QuickBooks will provide you the complete company’s balance
and accounts. It will help you in keeping your data in one place. Let’s move
ahead and discover the need to export the chart of accounts.
Certainly, creating a
company file in a well-organized manner is a major task that will take lots of
effort and time. Besides, exporting a chart of accounts in QB will help you in
streamlining your work. Let’s learn the procedure of how to export the chart of accounts in QuickBooks with the easy to
implement steps.
Procedure
to Export Chart of Accounts in QuickBooks
1. First
of all, you need to open the company file in QuickBooks.
2. Then
after, you have to find the chart of accounts that you want to export.
3. Now,
you are required to select a file from the taskbar.
4. You
will be going to a utility option and select export.
5. With
this, choose lists option to IIF files.
6. You
will see a list appearing on your screen.
7. Then,
you will be choosing a chart of accounts option.
8. Afterward,
save a dialogue box that will be visible on your system screen.
9. Finally,
you will be saving the file.
Converting the file for Microsoft
Excel
After exporting the file, you are required to
convert to the right format for opening it in Excel. This will help you in
permitting to import the file back to QB.
Convert
the File
1. Initially,
you need to open excel on your PC screen.
2. After
that, you are required to search for data from the taskbar.
3. Then,
you need to click on the text option.
4. With
this, a dialogue box will be shown as an import text file.
5. Now,
you have to go to the folder where saved the chart of accountants is already
saved.
6. The
next step is to search for the text import wizard.
7. You
are required to utilize it for searching your chosen IIF file.
8. With
this, you have to open the file and follow these steps properly:
·
You will be selecting the file that you
want to export and choose the delimited option.
·
You need to click next.
9. Finally,
you have to choose the column data format and then you need to click on the general
option.
Save the File
1. To
begin with, you need to select the location to import the file.
2. Then
after, choose the worksheet option and click on the okay option.
3. You
will be going to the file drop-down menu and then click on the save option.
4. In
the end, your file will be saved in an excel sheet format.
Hopefully,
you have got to know the process to import
chart of accounts into QuickBooks.
Conclusion
Indeed, the blog has clearly explained to you about chart of accounts QuickBooks in
a detailed manner. Along with this, it has also informed you about the need to
export QuickBooks chart of accounts to
excel. The comprehensive information is given to you for the QuickBooks export
chart of accounts so that it’s become easy for you to understand each step.
If you want to know about the chart
of accounts QuickBooks or export QuickBooks to excel, then dial
Toll-free QuickBooks Online Support Phone Number 888-986-7735.
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Original Source: https://qbenterprisesupport.blogspot.com/2020/03/chart-of-accounts-in-quickbooks.html
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Created on Mar 2nd 2020 04:20. Viewed 273 times.