Your new chart of accounts

How to find and use your new chart of accounts

We add your charts of accounts into Xero HQ.

Yours should be saved there now.

You should also have them in CSV, somewhere, so your staff can access them.

They are going to be used a LOT, for times such as:

  1. When a client asks you to set up a new Xero for them
  2. For when you need to make changes to an existing client on Xero
  3. For doing a "bulk load" with Xero staff (This is an optional service from Xero, speak to your account manager)

Screenshot 2025-05-17 at 10.37.00 am