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How should I Export a Cash Receipts Journal so the information is easy for my accountant to read, manipulate, add to, etc. in Excel?  Reports export looking like reports (understandably so) and I need that exact information dropped into and Excel spreadsheet for my accountant without her having to manipulate columns, etc. for hours. Thanks for input! 
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  • If you can pull all the fields that you want into a query, perhaps exporting the query results would work better than any report.  Have you already looked into that?
  • Marie Stark
    Marie Stark Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic
    You can also do this in an export and select an Excel format.

     

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