How to Export Chart of Accounts from QuickBooks Desktop?

by James Antonio

QuickBooks provides numerous breathtaking features to smoothen the accounting tasks. Among all this, it allows ease of importing, exporting, and delete. Several cases occur when you need to export all accounts associated with QuickBooks. However, it is a tricky process; you need to perform the export process carefully. This article will compile the information about how to Export Chart of Accounts from QuickBooks Desktop. Let’s delve into details to understand the various steps involved to start exporting process yourself quickly. Read the complete document if you don’t want to miss the Quick tips, which will save half of your time and effort.

How to Export Chart of Accounts from QuickBooks Desktop

When Did You Require Exporting Chart Of Accounts?

You can easily export Chart of Accounts from QuickBooks Desktop into other files to enable your staff members to access it for official tasks, File summarization, Report monitoring, and more. Exporting is preferable when you need to save time and effort associated with manual data entering.

Export the Chart of Accounts in QuickBooks using the Dancing Numbers

How to Export Chart of Account from QuickBooks to Excel?

Follow the below-given steps to export the Chart of Accounts from QuickBooks:

Step 1: Export Chart of Accounts

  1. Open QuickBooks Company file
  2. Discover the chart of accounts you need to Export
  3. Locate the taskbar to choose the preferred file
  4. Choose Utilities and then select Export
  5. Choose lists to IIF files appearing on the screen
  6. Select the chart of the Account tab
  7. A dialog box will appear, save the file through choose the suitable location listed in the drop-down button

Step 2: File Conversion

  1. Firstly, you have to open your Excel
  2. Search the preferred data through the taskbar appearing at the top
  3. Discover From Text option and click on it
  4. On clicking, the dialog box will appear as Import Text File
  5. Locate the folder containing the Chart of Accounts you saved in the previous step
  6. Search the IIF file you saved
  7. Open the file and follow the below-mentioned steps:
  8. Choose the file you need to export
  9. Select the Delimited tab
  10. Hit on Next button
  11. Now select the column data format
  12. Hit on General Option
  13. A small dialog box will display on the screen, choose the location to file importing
  14. Choose the already existing worksheet and then Hit on Okay button
  15. Locate the drop-down option named file and then Hit on Save
  16. You have to save the file in Excel Sheet format.

Important Points you Need to Know Before the Export Process:

  1. Take a back-up of the Chart of Accounts before exporting it from QuickBooks Desktop; it will be beneficial for you in case of any issue that might occur during the procedure.
  2. Log in as an Administrator mode to perform the export process
  3. If there are multi-user in a company file, verify you have disabled multi-user mode.

Why Dancing Numbers Exporter?

Time-saving is an initial requirement of every QuickBooks user. It has been analyzed that the use of software seems more beneficial in saving time and effort. Thus for exporting tasks, the utility is preferable. There are several tools available that are specifically designed for the export process. Among them, Dancing numbers Exporter is an efficient and productive tool to save your precious time. It is designed with optimal algorithms that ensure the secure, accuracy, and fast export process. No worries about the compatibility issue! Dancing number Exporter is a one-stop solution of How to Export Chart of Accounts from QuickBooks Desktop; you can even export in batch and save your valuable time.

That’s all about How to Export Chart of Accounts from QuickBooks to excel. Optimistically, the above guidance is enough to perform the export process by you. Stay tuned here to get updated and requirement-oriented blogs on Import, Export, and Delete. Use Dancing Numbers tools to streamline the export process.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

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