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Workspace Reckon One
Created by Guest
Created on Aug 31, 2022

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Export chart of accounts

You can import a chart of accounts but you cannot export the standard chart which comes with IPA. That means when you import you can duplicate accounts. To prevent this you have to hand write out the existing chart! An unproductive waste of time

  • ADMIN RESPONSE
    Sep 1, 2022

    Hi Jeff. The way we export lists in Books+ is by running a list report and exporting to csv or xlsx. We know it's a bit more time consuming, but allows you to customise the output a bit more than a straight export from the list itself.

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