Exporting Your Chart of Accounts

How to Export

1. Open the Data Exchange Center from the Business menu
2. Click Export on the Chart of Accounts card
3. The wizard displays the number of accounts available for export
4. Click Export to CSV and choose a save location

What Gets Exported

The CSV file includes one row per account with the following columns:

Using the Export as a Template

If you are setting up a new AccuArk system and need to build your chart of accounts from scratch, use the export to generate a template:

1. Export the default chart of accounts that comes with AccuArk
2. Open the CSV in a spreadsheet application
3. Modify, add, or remove accounts to match your business needs
4. Save as CSV and import the updated file

This is the fastest way to customize the chart of accounts for your business.

Common Uses

• Template — Export to get the correct column headers, then fill in your own accounts for import
• Backup — Keep a periodic export of your chart of accounts for safekeeping
• Review — Open the export in Excel to review your account structure, check for gaps in numbering, or identify unused accounts
• Bulk editing — Export your chart, rename accounts or update descriptions in Excel, and re-import. Because the import matches by account code, existing accounts are updated.
• Migration — Export your chart for use when setting up another AccuArk location or for reference when migrating to a different system

Tips

• Review parent relationships — The export includes the parent account code for each child account, making it easy to verify your account hierarchy
• Share with your accountant — The exported CSV is a convenient way to share your chart of accounts with your accountant or bookkeeper for review