@lubos Is there any way to export Chart of Account key and value? Thanks

Does this help [image] How to find Hexadecimal codes for chart of accounts Hey, I am new to Manager.io . I have set up my starting balances and read through a lot of guides and posts. The main thing Id like to do is import all the payments and receipts for current year. …

Actually, you can export the Chart of accounts just like the transaction reports export. Assuming you have an empty Manager company with just a template CoA you can export that and use in other companies.

No, actually what I mean, and I found this by accident when developing a VAT transaction report, is that if you export from Settings the chart of accounts is also exported, along with any other Tax related modifications that are done. So, if you have an empty company with just a CoA you can use thi…

Sorry, I missed that feature - you are correct 100% What happens if you import a CoA to a business with a different CoA and transactions - does the new CoA completely overwrite the existing CoA which mightlead to the invalid transactions and postings to the Suspense account

I don’t think that scenario is advisable. I think you can possible get: 1. conflicts on import and 2. duplicate accounts. So importing CoA would only make sense on a new empty business.

Renaming the old manually entered accounts eg add “old”. Then importing the transformation then recoding transactions, could be used to ensure a group of Manager business had uniform account UUID.

[image] Patch: manually Thanks I would like to use them in excel :slight_smile:

A way of moving transactions in an account is to Think of a unique alphanumeric string Check it doesn’t appear any where in the business by searching for it Appended it to the source account name by editing the COA Now you can search for all transactions which contain it to select all tr…

when i try to export settings and import to new db, “Profit and Loss Statement” Items are not imported

Nothing to do with profit and loss statements is a setting.

Chart of Account Export

Patch October 3, 2019, 5:47am 2

Does this help

Topic		Replies	Views
Ideas - chart of accounts	19	1328	March 16, 2021
Importing heads	5	1388	October 3, 2019
Export Settings	1	527	January 11, 2020
Importing and Exporting the chart of Accounts	2	1459	July 21, 2022
Exporting Chart of Account	6	1532	March 1, 2018

Chart of Account Export

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