Export chart of accounts

This explains how to export your chart of accounts into a CSV file.

The export shows the nominal code, ledger name, control account, category, tax rate and its visibility.

  1. From Settings, choose Business Settings.
  2. From the Financial Settings section, select Chart of Accounts.
  3. Select New Ledger Account drop down arrow, then Export Accounts.
  4. To start exporting the chart of accounts, select CSV.

When the export is ready, we display a notification in the Reports folder on the toolbar.