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Chart of accounts
You will have the option to export your chart of accounts to PDF or Excel
- First click on the Holded invoicing app > Accounting > Chart of accounts
- Click on the drop down arrow located next to New entry
- Choose PDF or Excel. If you choose to download the chart of accounts as a PDF, this will be static and you won't be able to edit this
- If you choose Excel, you will be able to edit this and this will enable you to filter your information and analyse your data from the accounts.
You now know how to export your data for your chart of accounts