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johnmgilmour15
Level 1

how to save a pdf copy of a company transaction list to my computer

 
1 Comment 1
jamesjdt
Moderator

how to save a pdf copy of a company transaction list to my computer

Hi John,

 

Exporting the company's transaction list to PDF is straightforward and can be done using the reports. You can generate a report by navigating through the Chart of Accounts. Here's how:
 

  1. From the left menu, select All Apps and click Accounting > Chart of Accounts.

  2. Locate the account you want to export and click the drop-down arrow next to Account history.
  3. Select Run Report and set the Report period to All dates.
  4. Click Export and choose Export PDF.
  5. Adjust the Report Print Settings, then click Save as PDF.
  6. Choose a folder to save the file, and click Save.

 

Alternatively, you can go directly to the Reports page to access the Transaction Detail by Account report:

 

  1. From the left menu, click Reports and select Standard Reports.
  2. Search for Transaction Detail by Account or choose another report as needed.
  3. Set the filters (Report period, Accounting Method, etc.) to your preference.
  4. Click Export, then select Export PDF.
  5. Adjust the Report Print Settings and click Save as PDF.
  6. Choose a folder to save the file, and click Save.

 

Let us know if you have any questions or need further assistance.