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Export Chart Of Accounts To Excel Quickbooks Desktop

QuickBooks Desktop is a popular accounting software used by many businesses worldwide. One of the most important features of QuickBooks is the Chart of Accounts, which is a list of all the accounts used by a business to record its financial transactions. In this article, we will discuss how to export the Chart of Accounts to Excel in QuickBooks Desktop.

Step 1: Open QuickBooks Desktop

The first step is to open QuickBooks Desktop and go to the Lists menu. Click on Chart of Accounts.

Open Quickbooks Desktop

Step 2: Export the Chart of Accounts

Once you are in the Chart of Accounts, click on the Excel button at the bottom of the window. Select Export to Excel.

Export To Excel Quickbooks Desktop

Step 3: Choose Your Options

In the Export window, choose your options. You can choose to export all the accounts or just a selected group. You can also choose whether to include sub-accounts or not.

Choose Options Export Quickbooks Desktop

Step 4: Save the File

Choose where you want to save the file and give it a name. Then click on Export.

Save File Export Quickbooks Desktop

Step 5: Open the Excel File

Once the export is complete, you can open the Excel file and view the Chart of Accounts. You can also make any changes or updates to the accounts in Excel and then import them back into QuickBooks Desktop.

Open Excel File Quickbooks Desktop

Conclusion

Exporting the Chart of Accounts to Excel in QuickBooks Desktop is a simple process that can save you a lot of time and effort. It allows you to view and edit the accounts in a familiar format and then import them back into QuickBooks Desktop.

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