Download Chart of Accounts Data

After you set up your Chart of Accounts, download the data from the “CHART OF ACCOUNTS” window.

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. In the “CHART OF ACCOUNTS” window that opens, click on the “Download Chart of Accounts Data” button at the top right.
4. Choose where to save the file and click on the “OK” button to download the data.