Export accounts

The Export Accounts page allows you to export account information into a file. This feature enables you to extract and save the details of your accounts, including the Account code, Account description, Account type, Input sign, Debit/Credit, and Rates, in a format that can be used for various purposes such as reporting, analysis, or sharing data with other systems.

To access the Export Accounts page, click Transfer of Structures > Export Accounts.

Export accounts structure

  1. From the File type drop-down list, select the type of file you want to use. You can export the table as XLS or XSLX (Excel) or CSV (Comma Separated Value) files.

     Note:  Depending on the selected file type, you may be required to provide additional parameters such as decimal separator, text separator. 

  2. In the Sheet field, enter the sheet name if more than one sheet.

  3. Select the data Language of the description to use during the export.

  4. Click the to launch the export process and generate a file. Click the hyperlink to download it to your local hard drive.