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Accounts

Export accounts from a chart of accounts or an account rollup

You can export accounts that are listed in a
Charts of Accounts
 or
Account Rollup
 to a CSV file, which you can then modify and reimport to make additions and updates to the accounts.
  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Company Info
    , then
    Accounts
    .
  3. For accounts listed in the chart of accounts, select a chart on the
    Charts of Accounts
     tab.
  4. Select
    Export
     on the
    Accounts
     screen.
  5. Save your CSV file.
  6. For accounts listed in the account rollup, select the
    Account Rollup
     tab.
  7. Select an account rollup link that has accounts attached.
  8. Select
    Export
     in the Account Rollup section and save your file.

This article applies to:

  • PRODUCT: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

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