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Zap for Finding Quickbooks Chart of Account ID #'s

  • 29 February 2020
  • 4 replies
  • 335 views

Userlevel 3

Hi there,

I'm building an automated expense tracking system for the business I work with to reduce my workload and something that really takes me a long time is finding all of the Chart of Account ID#'s that you can only see when you select an account field in building a zap to customize an expense. Has anyone found an easier way to get these numbers in mass amounts?

Screen Shot 2020-02-29 at 3.33.20 PM.png

The only other option I have is to go through and manually enter these numbers into my database...



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Best answer by AndrewJDavison_Luhhu 1 March 2020, 16:52

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4 replies

Userlevel 7
Badge +10

Hi




Userlevel 7
Badge +12

@AndrewJDavison_Luhhu is right, the support team can get these for you.

It's also worth checking in QuickBooks to see if you could export a list of accounts (with account numbers) so that you can easily find it again in the future.

You could also set up a Zap that triggers from new Accounts to add the account name and number to a spreadsheet, so that you can automatically update the list as new Accounts are added 😊


Userlevel 7
Badge +10

@Danvers

All workarounds that *sort* of do the job.

What would be really useful is a "export raw IDs" link under all dropdowns!


Userlevel 7
Badge +12

@AndrewJDavison_Luhhu I definitely hear what you're saying 🙂