Wednesday, April 25, 2012

QuickBooks: Exporting Chart of Accounts


“Can you help me?  I need to send the chart of accounts from my QuickBooks file to someone for review.  I can’t figure out how to do that.  Thanks.”

It is very easy to send your chart of accounts as a report or Excel document per the following instructions:

Report Menu -> List -> Account Listing

When you get into the report screen you will find all the choices available to you.  You can export to Excel, save as a PDF or even email it to someone directly from this screen.

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