Go to the Lists menu and select Chart of Accounts.You may also consider editing the account numbers of those accounts. If you have subaccounts, select the Show lowest subaccount only checkbox.Click the Use account numbers checkbox.Select Accounting and go to the Company Preferences tab.Go to the Edit menu and choose Preferences.This will make sure that the account numbers will be recognized when importing the file. I can share some information about adding account numbers, make sure to activate the account numbers from your Accounting Preferences. If you have any other questions, please let me know by leaving any comments below. On top of that, I've also included this reference for a compilation of articles you can use while working with us: Help Articles for QuickBooks Desktop. Map your accounts according to QuickBooks requirements and your Excel file.Under Add or Select a Mapping, select Add new.On the Account menu, select Import From Excel.Follow the steps below to import the file: Once done, you can open the other company file where you wish to create a copy of the list of your accounts. On the Excel menu, select Create New Worksheet.Customize your report and remove the unnecessary columns.On the Reports menu, select Account Listing.

To start with, you can export the list of accounts in question in a new worksheet as an excel file. Hello me help share another method to use so you can copy your list of accounts from one company file to the other. I'm here if you need any help or have any questions. We have an article that goes into a more detailed process about exporting lists from the old company file into a new data file.

Go to the File menu, then select Utilities.Īfter bringing in that list, you'll still need to set the opening balances for those accounts.

Now that we have copied the Chart of Accounts from one company we can work to bring it into another or import that list.

Browse the location where you want to save your file and select Save.

Select the list you want to export,(which is Chart of Accounts) then select OK.

Select Export, then Lists to IIF Files.

The first step is exporting the Chart of Accounts. With QuickBooks Enterprise we have Utilities that assist with tasks like these.

I'm here to help with exporting or copying your Chart of Accounts.

Qb for mac export chart of accounts