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January 31, 2020
Question

Hi There,Does anyone know how to export a chart of accounts from one client and import it into another? I dont need to pull across the balances, just the account codes

  • January 31, 2020
  • 1 reply
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1 reply

Level 14
January 31, 2020

Hello Gavin-Wilson, 

 

Just export the chart of accounts out of the product, take any columns out you do not need and then re import it in to the client. 

 

To do this if you go to accounting>chart of accounts>account history> above where you see opening balance there is three icons if you select the middle icon that will export it out for you. If you have any issues let us know.