This article applies to:

Export accounts from a chart of accounts or an account rollup

Export accounts from a Chart of Accounts or Account Rollup to a CSV file to modify, add, or update accounts.

Go to

ONESOURCE
Administration
Company Info
Accounts

.

Select a chart you want to export on the following tabs:

Source chart of accounts

Summary chart of accounts

Rollup
- select the Chart of acocunts
or Classification
tab.

Select Export
on the

Chart of accounts

screen.

Save your CSV file.