Export trial balance data

Follow these steps to export trial balance data from the trial balance in Engagement Manager as an Excel file or tax export file.
  1. In Engagement Manager, open the engagement and select the
    Trial Balance
    tab.
  2. Select
    Data
    , then
    Export
    .
  3. Select a
    Data Type
    .
    Other options will appear based on the vendor and entity selected in the engagement properties.
  4. Select
    OK
    when you're finished.

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