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Export general ledger entries to Excel

Practice CS includes a feature that lets you export journal entries that record accounting activity. If you use a 3rd party accounting software, you may still be able to convert this Practice CS data into your application.
To do this, you'll need to export the data from Practice CS then import it into Excel.
  1. Select
    File
    ,
    Export
    , then
    Journal Entries
    .
  2. On the Export Journal Entries screen, select
    Export
    .
  3. Open a blank workbook in Microsoft Excel.
  4. In Microsoft Excel, select
    File
     then
    Open
    .
  5. Navigate to X:\WinCSI\Practice CS Data\Data\Export where X is the drive where Practice CS is installed.
  6. Select the file named Trans.PCSJE GL<period end date>.xml and select
    Open
    .
After opening, Excel will display a window called "Open XML." Select the option
As a read-only workbook
 and then select
OK
.
From this point, work with your 3rd party software vendor to import this into your software. We can't guarantee that your 3rd party software will allow an import from Excel.

This article applies to:

  • Product: Practice CS
  • Subject: Integration