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If you are looking to change QuickBooks files for your firm or want to add a QuickBooks file for another company, you need not get worried. In this situation, you need not start from fresh, because it will take several hours in re-entering and recreating the same accounting information simultaneously. You need to modify the canned Chart of Accounts which is provided in the QuickBooks software. After the modification process, you need to save the Chart of Accounts. This way you will able to reduce accounts duplication errors securely. For having the right support and learning the process of exporting, you need to connect with QuickBooks customer service for better support services.
Let’s follow few simple steps to export QuickBooks Chart of Accounts to Excel, these include:
- First of all, you need to open the QuickBooks company file.
- You need to select File > Utilities > Export > Lists to IIF Files from the menu option.
- You will receive an export pop up Window, containing a checkbox list displays.
- Select ‘Chart of Accounts’.
- The Windows ‘save as’ dialog box will get open.
- A user need to select the folder that he or she want to save in from the ‘save as’.
- Lastly, you need to name the file.
Steps for converting to Microsoft Excel, these include:
- At first, you need to open Microsoft Excel.
- Use the ‘Text Import Wizard’ to place and open the IIF file properly.
- The ‘Import Text Files’ dialog box will get open.
- Need to click on IIF file, and select ‘open’.
- Choose the file type.
- Select Delimited and then click on next.
- Select ‘tab’ from the checklist and immediately click the next button.
- Choose the column data format, click finish.
- A box pops up asking where to put the data file. Choose ‘existing worksheet’ and then ‘Okay’.
- Choose ‘save as’ to save the new file in Excel workbook format.
- You need to choose the folder to save it, click on save option.
- At last, you need to close Excel. You can browse to newly saved Excel file and later on you can open it.
Final Steps to complete the export process, these include:
- You need to delete all the rows above the ‘ACCNT row’.
- You need to find the ‘ACCNTTYPE’ column. The account types in this column get compressed.
- You need to change the name back to full account name else QuickBooks will show an error when you attempt to import the list.
The above mentioned steps will surely help you in exporting QuickBooks Chart of Accounts to Excel. For having unlimited support and help from QuickBooks technical team, you need to meet QuickBooks experts via a toll-free tech support number.
Aggrieved users can take IT technical assistance from a third party technical support providing company, like Intelli Atlas, for instant tech solutions. The independent technical service provider firm offers tech support for third party products, services and brands for QuickBooks. Moreover, it offers reasonable IT solutions round the clock.
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