CSV export

To export the Trial Balance to a CSV format, simply:

  1. Access the Working Trial Balance by clicking on the icon in the functions tool bar;

  2. Click Tools;

  3. Select Export Trial Balance to CSV;

  4. On the pop up screen click Download it now when prompted.


To convert the CSV file to a more user friendly Excel format, complete the following steps in Excel:

  1. Click File | Save As;

  2. On the Save As prompt menu, change the Save as type from CSV to Excel Workbook;

  3. Click Save.

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