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Access Ledger - Export the Trial Balance to Excel in Access Ledger

Updated over 2 months ago

In a few steps you can export a Trial Balance from Access Ledger to Excel.

  1. Log into Access Ledger, then select your Client and Entity.

  2. From the Accounting Periods tab, select the required period.

  3. Click the Balances tab.

  4. Select the report details then click Run Report.

  5. Right-click anywhere on the Trial Balance report and click Export then click Excel Export.

  6. The exported file can be located in the default downloads folder on your computer.

  7. Double-click the file to open it in Excel.

  8. From Excel, go to File, Save As.

  9. Rename the report if required and choose the format from the available form types, e.g. PDF, then click Save.

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