--- title: Export Account Listing and Journal Report from QuickBooks Online description: Step-by-step guide to export the Account Listing and Journal Report from QuickBooks Online as CSV files for a full migration to Propio. --- [Skip to content](https://help.joinpropio.com/en/export-account-listing-and-journal-report-from-quickbooks-online#main-content) - [English](https://help.joinpropio.com/en/export-account-listing-and-journal-report-from-quickbooks-online) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/exportar-account-listing-y-journal-report-desde-quickbooks-online) English Show submenu for translations [![teal-logo-2](https://help.joinpropio.com/hs-fs/hubfs/teal-logo-2.jpg?width=169&height=55&name=teal-logo-2.jpg)](https://help.joinpropio.com/?hsLang=en) Open main navigation Close main navigation - - [English](https://help.joinpropio.com/en/export-account-listing-and-journal-report-from-quickbooks-online) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/exportar-account-listing-y-journal-report-desde-quickbooks-online) English Show submenu for translations This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Propio Knowledge Base](https://help.joinpropio.com/en?hsLang=en) 2. [Migration & Chart of Accounts](https://help.joinpropio.com/en/migration-chart-of-accounts?hsLang=en) # Export Account Listing and Journal Report from QuickBooks Online When migrating a client from QuickBooks Online to Propio, two files are essential: the Account Listing and the Journal Report. The Account Listing gives Propio the complete Chart of Accounts structure; the Journal Report carries every transaction ever posted in the client's books. Together, they allow Propio to rebuild the client's accounting history with full accuracy from day one. ### Before You Start - You need admin access to the client's QuickBooks Online company. - You will export both files as `.csv`. Make sure you have a folder ready to save them — you'll upload both to Propio after. - These steps apply to **QuickBooks Online (QBO)**. QuickBooks Desktop exports follow a different path. ### Steps #### Part 1: Export the Account Listing 1. Go to **Settings** → **Chart of Accounts** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-03-34-22-7286-PM.png?width=670&height=294&name=image-png-Jul-05-2026-03-34-22-7286-PM.png) 2. Click **Run Report** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-03-38-37-7488-PM.png?width=670&height=288&name=image-png-Jul-05-2026-03-38-37-7488-PM.png) 3. Click **Customize** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-03-41-30-1232-PM.png?width=670&height=280&name=image-png-Jul-05-2026-03-41-30-1232-PM.png) 4. Go to the **Filter** section and click **Clear All** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-03-45-55-9639-PM.png?width=670&height=243&name=image-png-Jul-05-2026-03-45-55-9639-PM.png) > **Why this matters:** QuickBooks Online applies default filters that can hide inactive or less-used accounts. If you export with those filters active, Propio will only see a partial Chart of Accounts — missing accounts will need to be added manually later. Clearing all filters ensures every account is included. 5. In the **Rows/Columns** section, make sure every column is checked so nothing is left out of the export ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-03-51-41-2197-PM.png?width=670&height=306&name=image-png-Jul-05-2026-03-51-41-2197-PM.png) 6. Click **Apply Changes** 7. Click **Export** and choose **Export to CSV** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-04-14-28-7665-PM.png?width=670&height=252&name=image-png-Jul-05-2026-04-14-28-7665-PM.png) 8. Save the file to your migration folder #### Part 2: Export the Journal Report 1. Pre-export validation: Go to **Settings** → **Account and Settings** → **Advanced** → **Chart of Accounts** and make sure** Account Numbers **are turned off. Wait a moment for the change to take effect before continuing. 2. Go to **Reports → Standard Reports **and search for **Journal** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-04-30-15-8002-PM.png?width=1018&height=440&name=image-png-Jul-05-2026-04-30-15-8002-PM.png) 3. Set the date range to **All** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-04-33-20-3424-PM.png?width=670&height=288&name=image-png-Jul-05-2026-04-33-20-3424-PM.png)  > **Why this matters:** QuickBooks Online defaults to the current fiscal year. If you export with that setting, Propio only receives a partial transaction history. Selecting All captures every posted transaction from the beginning of the client's books — this is the complete historical record Propio needs to open balances and reports correctly. 4. Click the **Export** icon and choose **Export to CSV** ![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Jul-05-2026-04-41-33-9294-PM.png?width=1019&height=429&name=image-png-Jul-05-2026-04-41-33-9294-PM.png) 5. Save the file to your migration folder ### Tips 💡 - **Removing filters is the most important step.** Whether it's the Account Listing filters or the Journal date range, the goal is the same: leave nothing out. A restaurant group client, for example, may have old location-specific accounts that are inactive but still carry historical balances — those must be in the listing for reports to tie out correctly. - **Large transaction histories may need more than one file.** If the client has several years of history with over 13,000 transactions, QuickBooks Online may struggle to export the full Journal Report in a single file, or the export may time out or come back incomplete. If that happens, export the Journal Report in date-range segments instead (for example, by 2-3 years) and upload all the resulting CSV files to Propio together. - **Save both files together.** Name them clearly (e.g., `ClientName_AccountListing.csv` and `ClientName_Journal.csv`, or `ClientName_Journal_2023.csv`, `ClientName_Journal_2024.csv` if split) and keep them in the same folder for upload. ### Related Articles - Export Account Listing and Journal Report from QuickBooks Desktop - [Migrate and Map your Chart of Accounts from QuickBooks Online and Xero](https://help.joinpropio.com/en/migrate-and-map-chart-of-accounts?hsLang=en) - [Create and Set Up a New Client](https://help.joinpropio.com/en/create-and-set-up-your-first-client?hsLang=en) - [Getting started](https://help.joinpropio.com/en/getting-started?hsLang=en) - [Transactions](https://help.joinpropio.com/en/transactions?hsLang=en#main-content) - [Manual Entry](https://help.joinpropio.com/en/transactions?hsLang=en#manual-entry) - [Import](https://help.joinpropio.com/en/transactions?hsLang=en#import) - [Categorization](https://help.joinpropio.com/en/transactions?hsLang=en#categorization) - [Journal Entries](https://help.joinpropio.com/en/transactions?hsLang=en#journal-entries) - [Tags](https://help.joinpropio.com/en/transactions?hsLang=en#tags) - [Advanced](https://help.joinpropio.com/en/transactions?hsLang=en#advanced) - [Banking & Reconciliation](https://help.joinpropio.com/en/banking-reconciliation?hsLang=en) - [Reports](https://help.joinpropio.com/en/reports?hsLang=en#main-content) - [Profit and Loss](https://help.joinpropio.com/en/reports?hsLang=en#profit-and-loss) - [Balance Sheet](https://help.joinpropio.com/en/reports?hsLang=en#balance-sheet) - [Tax Reports](https://help.joinpropio.com/en/reports?hsLang=en#tax-reports) - [AI Reports](https://help.joinpropio.com/en/reports?hsLang=en#ai-reports) - [Trial Balance](https://help.joinpropio.com/en/reports?hsLang=en#trial-balance) - [Advanced](https://help.joinpropio.com/en/reports?hsLang=en#advanced) - [Migration & Chart of Accounts](https://help.joinpropio.com/en/migration-chart-of-accounts?hsLang=en) - [AI Categorization](https://help.joinpropio.com/en/ai-categorization?hsLang=en) - [Contacts](https://help.joinpropio.com/en/contacts?hsLang=en) - [AI Assistant](https://help.joinpropio.com/en/ai-assistant?hsLang=en) - [Organization Management](https://help.joinpropio.com/en/organization-management?hsLang=en) - [Communications](https://help.joinpropio.com/en/communications?hsLang=en) - [Bank Integration](https://help.joinpropio.com/en/bank-integration?hsLang=en) - [Industry Guides](https://help.joinpropio.com/en/industry-guides?hsLang=en#main-content) - [Real Estate](https://help.joinpropio.com/en/industry-guides?hsLang=en#real-estate) [![Propio-logo-teal-2](https://help.joinpropio.com/hs-fs/hubfs/Propio-logo-teal-2.png?width=112&height=35&name=Propio-logo-teal-2.png "Propio-logo-teal-2")](https://help.joinpropio.com/?hsLang=en)