How to export the chart of accounts from Winbiz?

Winbiz is a well established accounting software in Switzerland. You can easily optimise your pre-accounting workflows by using Sway Finance:

• To collect banking and invoice data,
• Generate auto-encoded accounting entries (thanks to a sophisticated AI),
• And export a file ready to import in Winbiz, thus not altering your actual accounting processes.

Here's how to proceed:

1. Open the chart of accounts (from the Accounting tab).

2. Go to the "Tools" tab, then "Import, Export" > "Export".

3. Check the tabs:

   a. Export to...
      i. Select the correct destination folder (to find the chart of accounts once exported)
      ii. File type: “Semicolon-delimited with quotation marks”

   b. Export options:
      i. Choose Windows ANSI - 1252 format
      ii. Keep all boxes unchecked (Memo Fields, Null Values, After Export).

4. Click on Start.

✅ A CSV file is generated. You can import it directly into Sway Finance in the workspace settings and the "Chart of accounts" submenu.