How do I export the Chart of Accounts?

Janhavi Wagh -

You can retrieve your Chart of Accounts data by exporting the details in PDF, XLSX, and CSV format.

  1. Click into the Accounting tab on the sidebar.
  2. Click into Chart of Accounts.
  3. Click the Export button.

The three formats that are available for export - PDF, XLSX, and CSV.

  1. There will be three options - PDF, XLSX, and CSV. Pick the file format most appropriate for your use.
  2. Once you have selected a format, a download will initiate.
  3. In the file downloaded, you can view all Accounts on your Deskera ERP system and their details.