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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Replying to:
ChristineJoieR
QuickBooks Team

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I'm glad you chimed in the thread, @automationjackson.

 

I'm happy to share with you how to export your chart of accounts in QuickBooks Online.

 

There are reasons why we need to export a chart of accounts in QuickBooks. It can be because you want to conduct deep analysis, build custom dashboards, and blend your QuickBooks data with information from other sources. Another reason is creating and maintaining a backup copy.

 

Here's how to export the Chart of Accounts in QuickBooks. 

 

  1. Log in to your QuickBooks account.
  2. Select Accounting -> Chart of Accounts.
  3. In the upper right corner, press the Run Report button.
  4. Click the Export icon in the top right corner.
  5. Select Export to Excel or Export to PDF.
  6. The exported file will download on your computer.

 

If you opt for the PDF format, you will see a preview where you can adjust the orientation and other settings. You can also email your chart of accounts data from here.

 

Furthermore, here’s how the exported data looks in Excel:

 

 

In addition, there are two ways to view your account in QuickBooks Online: Accountant view and business view. At any time, you can change between them without impacting your data.

 

Do you need to update company information in your account? Here's how to handle subscription, payment, and billing details: Update billing and subscription info in QuickBooks Online. It also contains information about upgrading and downgrading a QuickBooks account. 

 

Let me know in the comment section if you need help with other tasks on your account. I'd be delighted to give you more insights. Take care.