{"id":70866,"date":"2025-08-25T13:38:29","date_gmt":"2025-08-25T12:38:29","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-export-a-chart-of-accounts\/"},"modified":"2026-07-03T13:28:47","modified_gmt":"2026-07-03T12:28:47","password":"","slug":"how-to-export-a-chart-of-accounts","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-and-export-finances-en\/how-to-export-a-chart-of-accounts\/","title":{"rendered":"How to export a chart of accounts?"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">1. Access accounts in the master data  <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In <em>the Finances module<\/em>, open the <em>Master Data<\/em> (1) and go to <em>Accounts<\/em> (2).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Export the chart of accounts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There, click the three dots (3) next to the heading to open the context menu for the accounts. From there, select &#8221; <em>Export Chart of Accounts as CSV<\/em> &#8221; (4). You&#8217;ll find the downloaded CSV file in your Downloads folder.  <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2224\" height=\"890\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV.png\" alt=\"Screenshot Finances Master data Accounts Export the chart of accounts as CSV\" class=\"wp-image-70871\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV.png 2224w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV-300x120.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV-1024x410.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV-768x307.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV-1536x615.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV-2048x820.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Master-data_Accounts_Export-the-chart-of-accounts-as-CSV-360x144.png 360w\" sizes=\"(max-width: 2224px) 100vw, 2224px\" \/><\/a><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/stammdaten\/uberblick-der-stammdaten\/\">Overview of master data<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-and-export-finances-en\/how-to-import-account-data-from-a-file\/\">How to import account data from a file?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/how-to-create-an-account\/\">How to create an account?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>1. Access accounts in the master data In the Finances module, open the Master Data (1) and go to Accounts (2). 2. Export the chart of accounts There, click the three dots (3) next to the heading to open the context menu for the accounts. From there, select &#8221; Export Chart of Accounts as CSV [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[670],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70866","docs","type-docs","status-publish","hentry","doc_category-import-and-export-finances-en","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-07","word_count":78,"total_views":"3","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Hans-Helge B\u00fcrger","author_nicename":"hhbuerger","author_url":"https:\/\/churchtools.academy\/en\/author\/hhbuerger\/"},"doc_category_info":[{"term_name":"Import and export","term_url":"https:\/\/churchtools.academy\/en\/help\/non-knowledgebase\/import-and-export-finances-en\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70866"}],"version-history":[{"count":5,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70866\/revisions"}],"predecessor-version":[{"id":70874,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70866\/revisions\/70874"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70866"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70866"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70866"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}