Quickly download your Chart of Accounts from Fynlo in just a few clicks. You can export all accounts, selected records, or just the current page — in either Excel or CSV format. Perfect for backups, reviews, or sharing with your accountant.
Step 1: From your sidebar, navigate to Chart of Accounts (COA).
Review the list of accounts displayed. You can choose to export all, current page, or selected records.
Step 2: In the upper-right corner of the COA page, click the Export button.
A pop-up window will appear with your export options.
Step 3: Under Type, select one of the following:
All pages – exports your entire Chart of Accounts.
Current page – exports only the accounts currently visible on your screen.
Selected data – exports only the accounts you’ve checked on the list.
Step 4: Choose your preferred file format:
Excel (.xlsx) – best for detailed review and editing.
CSV (.csv) – ideal for importing into other systems.
Step 5: Click Export to download your file.
Your browser will automatically save the exported data to your device.
Step 6: Review the Exported File
Open your downloaded file to confirm all your account details are accurate.
You can now:
Keep it as a backup,
Share it with your accountant, or
Re-import it after making updates.