This outlines How To Export The Chart Of Accounts (COA) in XERO. This is generally used when wanting to test either the Swiftpos XERO Basic or XERO Advanced interface in a test environment, and hence import into a XERO test (30 Day free trial account) environment.
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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 HERE 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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