Export chart of accounts

To save time setting up a new chart of accounts in a new business, you can import a chart of accounts. You can also export the standard chart of accounts to a comma separated file (*.csv).

The exported file includes the ledger name, number, category, tax rate, and visibility setting of each account.

  1. Go to Settings, then click Chart of Accounts.
  2. Click New Ledger Account arrow, then click Export Accounts to start exporting the chart of accounts.

When the file is ready, a notification displays on the Reports folder in the main navigation bar.