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February 16, 2021
Question

How do I download a csv file from trial balance report?

  • February 16, 2021
  • 1 reply
  • 1 view
No text available

1 reply

Level 14
February 16, 2021

Hello Nickdwatson, 

 

Welcome to the Community page, 

 

you can either export the trial balance report as a PDF or to excel then when in excel you can save it as a CSV in their. 

 

the icon you need to click on when in the trial balance report is the icon that looks like a page/ rectangle with an arrow coming out of it that is the export icon, it is next to printer and small cogwheel icons.