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Exporting the Chart of Accounts to an Excel File

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You can export the Chart of Accounts to an Excel file for easier sharing and review.

Exporting the Chart of Accounts to an Excel File

  • Go to the "Accounting" Module.
  • Open the "General ledger" page.
  • Select "All" from the balance status.
  • Go to "Custom view".
  • Enable the columns you want to display.
  • Click on "Generate".
  • Hover over the "+" icon.
  • Select "Excel".
Exporting the Chart of Accounts to an Excel File — Select "Excel".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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