Amending/Exporting Chart of Accounts in Excel

Like most windows in Eclipse, you can export the Chart of Accounts window into Excel, make necessary changes and re-import back into Eclipse.

1. Highlight the specific rows you would like to export or tick Select All.  Then right-click in the window and select Excel

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2. Make the necessary changes or additions in Excel.  Then highlight the data cells (cells with data in them, no headers or footers).  Right-click and select Copy.

• Only copy Data Rows (No Header or Footer)

• Only copy Columns A to L

Notes:

• You cannot use this method to delete cost codes.

• Amending or Inserting a code in Excel will add a new Code into Eclipse. Read this guide Chart of Account Structure to understand how to edit accounts correctly in Excel.

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3. In Eclipse, right-click in the Chart of Accounts window and select Paste

4. If you get errors when attempting to paste in:

• Ensure you are copying the correct amount of data rows (See Step 2).

• Try to select and re-copy the rows in Excel and attempt the paste again.

• If that does not work, please try to sign out and in again by following these instructions to reset your clipboard: Eclipse Frozen / Copy & Paste not working / M Drive is not accessible - Reset your own Eclipse Session