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Download Chart of Accounts Data

Export your current Chart of Accounts into a spreadsheet file for record-keeping, backup, or use outside the website.

Steps

  1. Click on the Financials tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Chart of Accounts tab.
  3. Click the Download CSV button in the top right corner of the CHART OF ACCOUNTS window.
  4. Save the file to your computer when prompted.

Note: The exported file is in comma-separated values (CSV) format, which requires Microsoft® Excel® or another spreadsheet program to open.