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Feb 16, 2021 5:49 PM UTC
Question

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

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1 reply

Feb 16, 2021 5:57 PM UTC

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.