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Importing All Financial Statement to MS Excel Spreadsheets

Cardinal2011

Q. Why can't Reconciliation Statements be imported/downloaded to an MS Excel Spreadsheet Workbook like Quickbooks does? PDF does not help me, we need to make sure the end user has capabilities of down loading/exporting to MS Excel Spreadsheets Workbook. PDF files do not help us.

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Status: Reviewed

Comments

NotACPA

It can't currently be done because no one has previously suggested it.

I've posted a note to the Mods to convert this to an IDEA, so that other users can vote on it in order to see what support the idea gets.

Generally, it takes about 50 votes before the Devs will take a look at it.

BUT, until that time, how about using the Reconcile function to mark the appropriate transactions as CLEARED, then Filtering your account to only show the cleared transactions and then doing a PRINT of the register & Export to CSV file … which CAN be imported to Excel?