Three Easy Steps to Seamlessly Export Chart Accounts From New QuickBooks File

Export Chart Accounts From New QuickBooks File

Over the past decade, QuickBooks has come up with a multitude of versions to enable organizations (especially small and medium scale enterprises) streamline their accounting and payroll functions. This robust software has numerous features enabled, which enables companies to perform each and every task in the most efficient ways! Being user-friendly software, it further saves users’ efforts in spending extra time and energy to explore and learn the new features of QuickBooks software.

If a user needs to begin a new business account in QuickBooks Online that encompasses a list of files, and Chart Accounts from the old business account, it is imperative to export the file in either CSV (Comma Separated Value) or *xls (Excel) format followed by reimporting the document into QB Online. In this article, we attempt to walk the readers through the common steps involved in exporting the Chart of Accounts!

Nobody wants to splurge their valuable time in recreating the same information. QuickBooks new feature enables users to save and export Chart of Accounts (when perfected) from one file to another, as and when needed, by using below steps:

Step I: Backup Files

Unsurprisingly, it is common that your files may get corrupted which may eventually lead to loss of important information. In such event, it is important to copy/archive your original QuickBooks file. This may prove to be a savior in case anything goes wrong (for example, computer crashes, file corrupts, etc.) and your critical business information is lost during the file exporting procedure. Simply log in the software as an Administrator and proceed to Step II.

Step II: Exporting Your QuickBooks Data

One of the simplest ways to export the information using QuickBooks’ functionalities into a fresh file is transferring the data from the old document.

Instructions below can be followed to work this out:

Click Accounting from the main menu option on your toolbar -> double click on the Chart of Accounts and select File -> go to Utility option and select Export -> double click on the IIF Files in the list

(IIF file refers to Interchange Format text file, which is primarily the content records used by QuickBooks to export or import information through Excel files, CSV files, and other documents compatible with the software. IIF records accelerate the transfer process by making it quicker and easier).

While exporting the file, the user will see a window appearing on their computer screen. You will be prompted to select the relevant lists from your original QuickBooks file and click OK. Next, save the exported document with a new file name on your desktop and run the report.

In case you would like to delete the inactive accounts, QuickBooks gives you an option to customize the business report. Simply select the “Customize” button from the menu bar -> click on “Filter” option -> check “Delete” option from the drop-down -> select the records that need to be deleted -> Save the file -> Run the report.

Step III: Modifying Charts Accounts

For those who work on multitude financial software understand the pain of recreating error-free information, depending on the needs of an organization. With QuickBooks 2018 edition, it is easy to modify the necessary information in the Chart of Accounts, without any hassle or pain!

Once a prototype of Chart Accounts is created, you can work and modify the requisite information or records based on your accounting practices. This saves unnecessary efforts and eliminates the chances of duplication of information.

If you encounter any error or problem in exporting the Chart Accounts to a new QuickBooks file, simply call the QuickBooks Customer Service Number at +1-800-961-6588. With the right knowledge and technical expertise, the tech support professionals offer the appropriate solution for all the technical worries. Their QB technical support team is available 24*7 to serve customers promptly and ensuring a quick resolution of their problems!

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