Is there a way to export the chart of accounts to ...
# ask-stanley-ai
p
Is there a way to export the chart of accounts to view all the required fields for import? I'm currently setting up accounts manually and would like to generate a complete CSV file for importing later.
c
AI generated answer (using internal Slack threads):
Yes, you can export the chart of accounts to view all the required fields for import. Here are the steps: 1. Go to Reports > Financial > Chart of Accounts. 2. Click on the 'Export' button and select 'CSV'. 3. This will download a CSV file with all the fields in your chart of accounts. However, please note that not all fields can be updated via CSV import. For example, the 'Summary' field on Account records is not available on the Field Mapping page during CSV import, so you may need to update it manually. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818878591
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.815601289
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813725829
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