Insert Chart of Accounts (Classic)

Purpose

Used to quickly insert all chart of accounts from a selected connection.

How to use Insert Chart of Accounts

First, select the cell where you want the insertion to start.

Click Insert Chart of Accounts from the Tools section of the Velixo ribbon in the Excel toolbar.


Velixo Classic ribbon Tools section showing the Insert Chart of Accounts button


Select the connection from where the chart of accounts should be loaded (if you only have one connection defined, it will be listed by default). If you only want to include active accounts, check the Include only active accounts option.


Velixo Classic Insert Chart of Accounts dialog showing the Connection dropdown and the Include only active accounts checkbox


Click Insert


The result should be a list of the chart of accounts similar to this:


Excel spreadsheet showing a list of chart of accounts inserted by Velixo Classic with account numbers and names in consecutive rows