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Level 6
July 13, 2023
Question

Export General Ledger transactions to Excel

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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2 replies

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?