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Export Trial Balance to CSV Format (Read 1446 times)
GinaR
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Export Trial Balance to CSV Format
05/22/18 at 06:38:14
 
I am looking to export our 2017 Trial Balance to CSV format so I can use it for our corporate tax return; however, the export data function seems to be extremely tedious and I am not even sure how I would go about, or if I can, getting this information exported.  Has anybody else had to export their financial information for this purpose and can it be done?
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prophet
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Re: Export Trial Balance to CSV Format
Reply #1 - 05/22/18 at 10:26:50
 
If your using EVO when you go to print the trial balance choose file then in the type field drop down choose excel then choose where to save it.
 
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Lynn_Pantic
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Re: Export Trial Balance to CSV Format
Reply #2 - 05/22/18 at 17:29:07
 
You have Evo-ERP, you should be using it to take advantage of the additional features such as report to Excel.
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Lynn Pantic
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GinaR
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Re: Export Trial Balance to CSV Format
Reply #3 - 05/23/18 at 07:38:57
 
Thank you, Lynn.  Yes, we have Evo; however, the export to Excel is not exactly clean and requires a lot of clean-up to get to a "pure" CSV file we can use.
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Lynn_Pantic
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Re: Export Trial Balance to CSV Format
Reply #4 - 05/24/18 at 18:39:43
 
Modify the RTM to the format you want and Save As a different name and use that RTM when you want to go to Excel.
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Lynn Pantic
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GinaR
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Re: Export Trial Balance to CSV Format
Reply #5 - 05/25/18 at 10:31:20
 
Thank you!
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