Printing or Exporting your Chart of Accounts

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If you find you need a list of your chart of accounts with current balances, one option would be to print or export directly from a view. For more information, you may want to create a custom financial report.

To print or export the Chart of Accounts view, 

  1. Go into Ledger from the Navigation bar. If your site has multiple books, you'll want to make sure you have the correct book selected in the upper right corner.
  2. Click the Chart of Accounts tab to view all of your current accounts. 
  3. If you have accounts that have been archived, you can click the "Hide/Show Archived" option to toggle them on or off. 
  4. To the right of the page, click to either "Print" from your internet browser or "Export" to Excel.

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