Summary
How do I export my Trial Balance to Microsoft Excel?
Description
How do I export my Trial Balance to Microsoft Excel?
Resolution
- Click on Tools, Export, Data Export.
- Select Next and confirm this is the client that you want to export.
- Select Next then Spreadsheet - OLE links to Microsoft Excel followed by Trial Balance
- Then click Next and Next again.
- Click on the Finish button.
- The file will be saved into a sub folder of your base folder called Excel. i.e. Z\hc\excel
To find out the location of your base folder - Select Settings, System Setup
- This will default to the Folders tab. In the left hand column, the top field will show you where the base folder is located (i.e. Z\hc)
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