Export chart of accounts

To save time setting up a new chart of accounts in a new business, you can export an existing chart of accounts from Accounting in a CSV format and import it.

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

  1. From Settings, then Business Settings, under the Financial Settings section, select Chart of Accounts.
  2. Click New Ledger Account arrow, then click Export Accounts.
  3. To start exporting the chart of accounts, click CSV.

When the export is ready, a notification displays on the Reports folder.