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holisticcare2460
Level 1

How to export Chart of Accounts?

 
1 Comment 1
Anonymous
Not applicable

How to export Chart of Accounts?

There's a PDF copy of the Chart of Account list, holisticcare2460.

 

You can print it from the Accounting page. Here's how:

  1. Go to Accounting.
  2. Under the Chart of Accounts tab, click on the printer icon above the ACTION column. 
  3. A window will open with the PDF copy of the Chart of Accounts and click on the Print button. 

3.PNG

 

Since there isn't an option to export the Chart of Accounts to Excel, you can use the General Ledger report. This will show the list of accounts with transactions. 

  1. Click on the Gear icon. 
  2. Select Export Data
  3. Select General ledger
  4. Click on Export to Excel.  2.PNG

Let us be your help if you've got more printing/exporting questions or anything else. Have a great day!