- Getting started
- My Profile
- Sales
- Purchases
- Journals
- Banking
- Customers and Suppliers
- Reports
- Settings
- How do I ?
- Add a new bank account
- Allow access to someone else
- Convert from another accounting system
- Enter Salary, PAYE and NI contributions
- Export my data
- Import Invoices and Credit Notes
- Include a PayPal link on Sales Invoices
- Manage Out-of-pocket Expenses
- Process Customer Overpayments
- Process Supplier Overpayments
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.