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Level 6
July 13, 2023
Question

Export General Ledger transactions to Excel

  • July 13, 2023
  • 1 reply
  • 7 views

Can anyone tell me if they know how to export the general ledger and cumulative general ledger to Excel or CSV format from Easy ACCT?  I only see how to export the transaction listings, or just the balances, but not how to download all of the general ledger activity into a file.   Thank you!!

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1 reply

Level 6
July 13, 2023

Yes, I've tried that - but it doesn't export the information by general ledger account.  The transactions only post as they are listed on the Transaction Listing report.  😞   Essentially, I'm looking to export the general ledger report in the same manner as it prints to paper - In order of account number, listing all transactions posted to the account, begining & ending balance of each account, etc.  

Basically I'm looking to be able to have a copy of the General Ledger report, except in Excel format.  

Does that make sense?