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Workspace Reckon One
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Created by Guest
Created on Nov 4, 2021

RELATED IDEAS

Add the option to export Chart of Accounts list

Currently there is an option to import Chart of Accounts list to Reckon One, BUT I can't find the options to export the current list.

  • ADMIN RESPONSE
    Nov 5, 2021

    To export the chart of accounts, go to the Reports centre > Reports > Lists > Account list , customise as required and export either the XLSX, CSV, PDF or RTF.

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  • Admin
    Jason Hollis
    Reply
    |     Nov 8, 2021

    No problem at all David. I'll also speak to our support teams to ensure they are across this process.

  • Guest
    Reply
    |     Nov 8, 2021

    Thank you for your response, and I am sorry to trouble you guys.

    Before I log this ideas, I spoke to 2 of Reckon Support Teams member, which both had no clue how to do it. The 2nd call suggested to put it in the ideas.reckon.com


    So thank you for showing me how to export the Chart of Account List.


    have a great day!