Export The Chart Of Accounts In XERO

This outlines how to export the Chart Of Accounts (COA) in XERO. This is generally used when wanting to test either the swiftpos XERO or XERO Pro interface in a test environment, and hence import into a XERO test (30 Day free trial account) environment.

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Subjects      ▼

• How To Export The Chart Of Accounts in XERO?

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How To Export The Chart Of Accounts in XERO?      ▲ ▼

Do as follows:

• Log in to the Venues's XERO account and select the Chart of Accounts option from the Accounting menu. Refer to XERO Articles on the Chart Of Accounts for more information.
• In the Chart of Accounts screen select Export

• This will place a ChartOfAccounts.csv file in the local Downloads folder. An example of such a file can be found HERE. This file will be used later to import into the XERO test (30 Day free trial account) environment.

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