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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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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