Exporting a financial statement

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To export a client statement (rather than a global statement), you must first open the client from the CSA main window.

  1. From the CSA main window, choose Setup > Financial Statements.
  2. From the Financial Statement Editor, open the statement and then choose Utilities > Verify to check for errors in the statement.
  3. Choose Utilities > Export to save the selected statement in any of the following export formats:
    • XML format (*.XML)
    • Comma-separated format (*.CSV)
    • Tab-delimited format (*.TXT).

See also: Exporting a financial statement to Sageworks ProfitCents

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