Available for the following Payroll classic plans: Standard, Premium, Core Payroll, Unlimited HR and Payroll
Available for the following user access levels: Admin
Question
How do I extract my chart of accounts configuration data?
Answer
The Data Extract feature enables you to download your chart of account configuration data stored within your Payroll classic platform as either a XLSX or CSV file.
Extract chart of accounts configuration
- Log into your Payroll classic platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Data Extracts button.
- Select the Chart of Accounts Configuration option from the Data Type drop-down.
- Select from the following file formats:
- XLSX.
- CSV.
- Click the Download button.