Easy Tech TutsHow to Export Chart of Accounts to Excel in QuickBooks Online Easily 2026
By Impran M N
Your Chart of Accounts holds the backbone of your bookkeeping, and getting it into Excel makes it much easier to analyze, reformat, or share with an accountant. This guide walks through exporting that list from QuickBooks Online so you can work with it in a spreadsheet for reporting and planning.
01Open the Chart of Accounts
In QuickBooks Online, navigate to the accounting section where your Chart of Accounts is listed to see every account currently set up for your business.
02Start the export to Excel
Use the export option available from the Chart of Accounts screen to send the full account list into an Excel-compatible file.
03Organize the data in Excel
Once opened in Excel, sort, filter, or reformat columns like account type and balance so the sheet fits your reporting needs.
04Apply it to reporting and planning
Use the exported spreadsheet for budget forecasting, financial analysis, or combining with other data outside QuickBooks Online.
Frequently asked questions
Can I export the Chart of Accounts without changing anything in QuickBooks?
Yes, exporting only creates a copy of the data in Excel and does not alter your live QuickBooks Online records.
Does this feature require a specific QuickBooks Online plan?
Exporting reports and lists is a standard feature across QuickBooks Online plans, so most users should have access to it.
Can I re-import an edited Chart of Accounts back into QuickBooks?
This tutorial focuses on exporting for analysis; re-importing changes typically requires a separate import process and careful formatting.
Why would an accountant want this exported to Excel?
Accountants often prefer Excel for cross-referencing, custom formulas, and combining account data with other financial records during reviews or audits.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
