Export my data

In various screens throughout AccountsPortal, you will notice an Export button.

Clicking this button will export your data in csv format. Because csv is a common and simple file format, it is easy to view this data in Excel or any other spreadsheet programme. Use the Transaction Line Items report to export a comprehensive list of all your transaction data. Please read the help on this report before proceeding. 

The year-to-date transaction history of all the accounts in the Trial Balance report can be exported in spreadsheet format by clicking the Export Nominal Ledger button.