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Post Info TOPIC: Transferring Trial Balance to Excel
fatpiggy123


Newbie

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Transferring Trial Balance to Excel
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Hi all,

I'm new to Sage and I'm just trying to find the best way to import my Trial Balance into MS Excel. 

Can anyone explain the best way to do this. Is it the same for all Sage lines? 

Many thanks, 

Mike  



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Rhianrach


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Click export at the top and save as a length delimited CSV file then open in excel put your headings in sort everything out then away you go, is the way I would do it.

Yoou could try sending to Excel through office integration but mine seems to of stopped working so I dont know if it works.

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Steve
littlebookkeeper


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I agree with Rhianrach, save as a csv file. This is the way I have always done it, I have used quite a few different sage versions and it hasn't failed yet.

Carole

 

 



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