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Exporting the Chart of Accounts to an Excel File

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".

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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