Skip to main content

HandiLedger - Export a Banklink chart of accounts in HandiLedger

Updated over a week ago

To export a Banklink chart of accounts in HandiLedger:

  1. Log in to HandiLedger and Select your entity.

  2. Go to Tools, Export Data to an ASCII File.

  3. Select BankLink Format Chart of Accounts, then click Yes.

  4. This will then create and export an Excel document into the entity's Who folder.

  5. Navigate to File Explorer and go to the \HSoft\Data\Who\<Client Reference> folder.

  6. Open the Chart.csv file, then format it to your requirements.

Did this answer your question?