Top

CSV export

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

  1. Access the Trial Balance by clicking on the icon in the functions tool bar;
    mceclip0.png

  2. Click Tools;
    mceclip1.png

  3. Select Export Trial Balance to CSV;
    mceclip2.png

  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.


    mceclip4.pngNote:
    You can export the trial balance direct to Excel by selecting Export Trial Balance to Excel.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.