Exporting your Chart of Accounts gives you a clean, structured file you can use for reporting. Whether you're sharing it with your accountant or storing a local copy, it's just one click away.
Steps to Export your Chart of Accounts:
Navigate to Chart of Accounts
From the top navigation menu, select Chart of Accounts.
Navigate to the top-right corner of the table.
Click the Export button.
This will automatically download your current view as an Excel (.xlsx) file.
If you have filters applied (e.g., only viewing Asset accounts), the export will only include the filtered results.
If no filters are applied, the export will include all accounts.