Exporting Chart of Accounts to New QuickBooks Company File

Exporting chart of accountant to new QuickBooks company file

QuickBooks automatically makes the chart of accounts of the company based on the type of the industry which makes the bookkeeping easier. In addition, QuickBooks chart of accounts is an index that contains all company accounts. It indicates the transactions made by the company and you can also view the company assets, debtors, liabilities and how much the company owns etc.
Now, you are doubting about “How to export chart of accounts in QuickBooks?”  And what is the requirement to export chart of accounts QuickBooks? To find the answers, you need to connect with us through this blog. We are here to discuss all about QuickBooks export chart of accounts by providing you the steps to export a chart of accounts in QuickBooks.

What is the requirement to export chart of accounts in QuickBooks desktop?

QuickBooks users can simply their work by exporting chart of accounts. Since, as we all know, it is difficult to make a perfect company file which takes lots of efforts and time. A standard chart of accounts can be shared with other users too.
Now, let’s check the steps to export QuickBooks chart of accounts to new QuickBooks file.

How to export chart of accounts in QuickBooks Desktop?

Follow the steps written below respectively to export QuickBooks chart of accounts in QuickBooks desktop:

Step 1: Create a backup of your company file

Before exporting QuickBooks chart of accounts, you need to create backup of your company file. Since, you may lose your data while exporting chart of accounts in QuickBooks desktop.

Step 2: Export chart of accounts QuickBooks

  1. Launch the QuickBooks company file.
  2. Search for the chart for accountants that you need to export.
  3. Now, you need to select the file from the taskbar.
  4. Choose the Utilities and click on Export.
  5. After that, you have to select Lists to IIF Files.
  6. You will have a list on your screen.
  7. Click on Chart of Accounts.
  8. Now, saves as dialog box will shows up on the screen.
  9. Choose the location to save the file from the drop-down list.

Step 3: Import the IIF File

  1. Open the QuickBooks Company where you want to export the chart of accounts.
  2. You need to select the File menu and choose Import.
  3. Now, click on IIF Files.
  4. You will have an Import dialog box on your screen.
  5. You need to select recent export file and choose Open option.
  6. Now, QuickBooks adds the information list to the recent company file from the export file.

Step 4: Save the File

  1. Choose the location to import the file.
  2. After that, you have to select the existing worksheet and choose Okay.
  3. Select Save as in the File drop-down menu.
  4. In the end, the file is saved in the Excel sheet format.

Note: You need to create a backup of your export file. Since, it can help you while performing the procedure of exporting QuickBooks export chart of accounts. And, you need to log in as Administrator to export chart of accounts in QuickBooks Desktop.

To Conclude:

You may take this blog as your guide and use it to get the information about the “Export chart of accounts QuickBooks”. Although, exporting chart of accounts in QuickBooks desktop is an easy task to perform. But, sometimes, it may create issues for QuickBooks users. To avoid such cases, you have to perform the aforementioned steps under the supervision of a technician. To get in touch with an expert or a technician, you are free to call us at our QuickBooks 24/7 Support Phone Number  1-855-857-0824. We are here to guide you.

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