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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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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