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During setup, you may need to share your Chart of Accounts (COA) with the Garde team. Here’s how to export it from QuickBooks Desktop as a CSV file.

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Steps

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1. Open your Chart of Accounts

Log in to the company file that contains the COA you want to export. Click Lists from the menu bar and choose Chart of Accounts.

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2. Print to file

At the bottom left of the Chart of Accounts window, click the Account button and choose Print List.

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3. Export as CSV

In the print dialog:
  • Under Print to, select File
  • In the format dropdown, choose Comma delimited file
  • Click Print

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4. Save the file

Choose a location to save the file (your Desktop or Downloads folder works well). Give it a descriptive name like chart-of-accounts.csv and click Save.

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5. Share with Garde

You now have a CSV file ready to attach to an email. Send it to contact@garde.app along with your restaurant unit name, and our team will use it to set up your account mappings.