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How to export data for accounting

In this article, you will learn how to export accounting data from the system.

Written by Ronny Christensen

Find the accounting entries

  1. Go to the dashboard home page

  2. Select Accounting

  3. Click Accounting Entries

Here you can view all accounting entries in the system.

Search for the required data

You can search for specific entries using:

  • Description

  • ID

Use the search field to quickly find the relevant records.

Filter the data

Click Filter in the top right corner to narrow down the results.

You can filter by:

  • Date

  • Amount

  • Account number

This makes it easier to find exactly the data you want to export.

Export the data

Once you have found the required accounting entries:

  1. Click the three dots (⋮)

  2. Select Export

  3. Choose the desired file format

  4. Download the file

Result

The selected accounting data will be exported in the chosen format and can then be imported into your accounting or bookkeeping system.

Tip

Use filters before exporting to include only the relevant entries. This makes importing the data into your accounting system much easier and more organized.

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