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Here are the steps on how to export primary accounts via Account Template screen:

  1. From GL Account Detail search, click Segments to open Segment Accounts
  2. Click Import Primary toolbar button to open Import Primary Accounts screen
  3. Open the existing account template you want to export.
  4. Click Export button.
  5. A file will be downloaded on your local pc on the location set for your downloads. 
  6. After exporting process is finished, a message will prompt. Click OK to complete the process.

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