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March 31, 2019
Question

I need to export Bank Account History to Excel from 1 July 2017 - 30 June 2018. Is this possible?

  • March 31, 2019
  • 1 reply
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1 reply

April 1, 2019

That is possible, fullcirclereport. 

 

You can run a report of your bank's register and export it to Excel.

 

Here's how: 

  1. From the left menu, select Accounting and then choose Chart of Accounts
  2. Locate the bank you'll want to export. 
  3. Under the ACTION column, click the drop-down arrow beside View register and select Run report
  4. Customize the preferred dates and then Run report
  5. Click on the Export icon at the upper-right of the report.
  6. Choose Export to Excel.

     

 

Reach out to me if you need further help.