Hi @ssummer
If you do need to export multiple transactions, I would suggest either looking at the account backup, or taking a look at a nominal code export. However, as @ian_roberts , normally the reports are usually all that would be required. Or if needed, connect to your accountant’s Affinity account, or create an account for them.
Introduction
With QuickFile you can schedule a monthly or on-demand backup that will capture a snapshot of all your data in CSV format and email it to you as single Zip file or transfer it into your Dropbox account.
Doesn't QuickFile backup my data anyway?
Yes we backup all your data every 15 minutes to an offsite location. This is in the unlikely event of a system failure. The Email/Dropbox backup facility is there to give you extra peace of mind by allowing you to retain a local copy of your…
From time to time you may need to export a detailed nominal ledger report for a given period. You can run this report from with the Chart of Account screen by clicking on the “Export Data” button.
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You can either download a list of nominal account balances (similar to what you see on the web view), or you can run a detailed report containing a summary and a list of individual transactions.
The detailed report can be filtered by category and ordered by date or grouped by nominal code.…