Export accounts trial balance data

You can export your trial balance data to an Excel spreadsheet or CSV file.

  1. Go to Clients > Client list and find the required client.

  2. On the Accounts widget on the client dashboard, select the required accounts.

  1. On the Trial balance tab, select Export Trial Balance.

  2. From the Download format list , select either Excel or CSV.

  3. From the Period list, select either Current or Comparative.

  4. The file is immediately produced and can be downloaded from your browser in the usual way.