Exporting G/L Entries (How To)

Setting Export Format   Top

There are several G/L export formats available to suit a variety of common accounting softwares. The export format is set in Company Preferences >> Accounting Tab.

From EOD Wizard   Top

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Step 1

On the final Reports Tab of the EOD Wizard, click the Export G/L Entries button. This opens your operating system's Save Dialogue.


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Step 2

On the Save Dialogue, enter a filename and click the OK or Save button.


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Step 3

The file will be saved in the special export format set in Company Preferences.


From G/L List Window   Top

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Step 1

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Step 2

Set the search parameters, usually Date. Click the Search button and single-click to select the entries to be exported.


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Step 3

Click the Export G/L button, which opens a Save Dialogue on the operating system.


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Step 4

On the Save Dialogue, enter a filename and click the OK or Save button.


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Step 5

The file will be saved in the special export format set in Company Preferences.