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Chart of Accounts

Export Your Chart of Accounts

Once you have imported or manually set up your chart of accounts, you can export the COA to a file. Other PDS users can import that file when they set up the program.

  1. On the File menu, click System Processes > Export Chart of Accounts.
  2. Select the folder that you want to export the chart of accounts to.
    Note: If you're having trouble exporting to the folder you chose, select Use temporary directory. This is selected by default for users in OnDemand.
  3. Click Begin Process.
  4. When the export is complete, click OK.
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Last updated: July 10, 2024