How to print a chart of accounts in QuickBooks


The Chart of Accounts (COA) in QuickBooks is a list of all the accounts in your company file, including income, expense, asset, liability, and equity accounts. The COA helps you organize your financial data to more easily find the information you need.

But how do you actually print out this vital document? And where do you find it on your computer? Here are the answers to these questions and others issues related to how to print a chart of accounts in QuickBooks.

Why should you print the QuickBooks chart of accounts?

The chart of accounts is essential if you want your business to run professionally. If there’s a way for you to create one, then doing so would undoubtedly be ideal. Fortunately, QuickBooks makes it easy to print a chart of accounts.

1) Choose the File menu at the top left of the screen and select Print.

2) Click on Chart of Accounts in the drop-down menu on the right side.

3) Select the range that you’d like to print. You can either choose an individual page or all pages with a page range (e.g., 1-5).

4) Click Print. That’s it! QuickBooks will now print the chart of accounts onto whatever printer you have designated as the default.

It will also provide you with a preview of what will be printed before committing.

Where can you find the QuickBooks chart of accounts?

The chart of accounts can be found in QuickBooks in a few different places.

The easiest way is to head into Company>Chart of Accounts, but you can also access it by going into your Company File>Edit>Chart of Accounts. If you click on the upper right-hand corner, you’ll see a drop-down that says Chart of Accounts and is highlighted with Edit beside it.

Clicking on this will bring up the Chart of Accounts, where you’ll find all the account names. The lower left-hand corner has a button called ‘Print List.’ Clicking this will print out a list of every account name in your company file.

Who needs it?

Anyone using QuickBooks for their accounting software needs a chart of accounts. While you don’t need one to start without it, you’ll have no way to reconcile your financial statements with a bookkeeper or accountant.

You also need a chart of accounts if you want to create invoices and documents requiring account numbers and descriptions.

When do you need it?

If you’re just getting started with QuickBooks and trying to figure out where your transactions go, printing a chart of accounts is an excellent way to get a sense of what goes where. You can also use it as a reference sheet that you leave hanging on your wall at work.

Plus, when it comes time to reconcile your bank statement against your financials, you’ll want these numbers handy. Many types of charts are available in the different versions of QuickBooks, but the most common one lists all the accounts in alphabetical order.

What do you need to have ready before printing your QuickBooks chart of accounts?

One of the first things you need to have is your list of all bank accounts. This is because, in many cases, there will be bank accounts that you want to include in your chart of funds but do not necessarily want to be included on your General Ledger report.

Related Quickbooks errors:

We hope that we have easily resolved your queries. Just in case, if you want to know how to void an unused check in QuickBooks desktop or you have other similar problems, make sure you reach out to the experts for quick resolution.

How to begin an insurance business in seven simple steps

Previous article

Are You able to Create Business Goals?

Next article

You may also like


Leave a reply

Your email address will not be published. Required fields are marked *

More in Technology