Exporting Chart of Accounts from Quick Books Online

To integrate your Quick Books Online account with cieTrade, we will need to map your Chart of Accounts from Quick Books Online into your cieTrade database. 

Follow the below steps to export your chart of accounts. Once exported, send to our support team to map to your cieTrade database. 

1. Navigate to settings > chart of accounts. 

2. Select Run Report in the top right corner of your screen. 

3. Select Export to Excel in order to export your chart of accounts into an Excel document. 

Please note: Prior to exporting, it is important that your account numbers are enabled. The account numbers will be mapped to your cieTrade database, so your transactions are allocated to the correct account once posted.

4. To do so, navigate to settings in Quick Books and select, Account and Settings. 

5. Select Advanced at the bottom of the left hand menu. 

6. Within the Chart of Accounts section, select the pencil icon and ensure that the "show account numbers" check box is enabled. 

This will ensure that your account numbers are showing on the Excel export of your Chart of Accounts. 

If you have additional questions, please contact the Support Team via email to support@cietrade.net.