Solution Properties
Solution ID:
201101141801437
Last Modified Date:
Tue Oct 05 16:15:37 UTC 2021
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
Send a chart of accounts layout to Microsoft Excel
Description
  1. On the menu bar click Modules then click Nominal codes and click Chart of accounts.
  2. To export the chart of accounts details, follow the steps below.

Export a list of your charts of accounts Click Send to Excel.
Export a category from a chart of accounts Double-click the chart of accounts, select the required category, then click Send to Excel. 
Export the full chart of accounts
  1. Double-click the chart of accounts, then click Print.  
  2. Click File, click Run then enter a file name.
  3. In Save as type click Microsoft Excel 2007 Files. 
  4. Click Save.

NOTE: If you experience an error message when sending data to Excel, read our help guide >

If you want to send a full list of nominal codes and their current values to Excel, refer to our quick guide.

Upgrade your licence

Growing business? Add more companies, users, or employees to your licence with ease. Leave your details and we’ll be in touch.