Export Accounting Data
The accounting data can be exported into an excel format. The data shows the list of all the bank accounts in the system with details such as bank name, account holder name, account number, type of account, and balance in the account.
Note: Although the steps outlined here are for exporting account data, they can also be applied to other areas of accounting, such as exporting retainers, invoices, and transactions.
To export the accounting data, follow the steps:
1. Navigate to Accounting.
The Accounting page is displayed.
2. Click Export.
The bank accounts excel file is downloaded.
3. Click the file.
The accounting data is displayed in excel format.
