Making a lot of changes at once to your general ledger accounts in Xero can be time-consuming and tedious. Luckily, you can save time and effort by exporting your chart of accounts, making the changes in bulk, then importing the edited file back into Xero.
In this tutorial, I will show you how to export the chart of accounts from Xero’s demo company. To learn how to import the file after you have made changes to the accounts, check out my guide on how to import a chart of accounts in Xero.
Chart of Accounts Section in Xero
To get to the right area of Xero, go to Accounting → Chart of accounts from the main menu.
How to Export a Chart of Accounts
Xero’s demo company comes with a chart of accounts already installed and ready to use. You can export it to a CSV file by clicking on the Export button on the main Chart of Accounts screen:
Once you hit the button a CSV file should download to your computer into the default folder for your downloads.
That’s all you need to do to export the chart of accounts from Xero’s demo company. The next step is to make changes to the file, then import the amended chart of accounts. Visit this tutorial for instructions on how to do this.