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Microsoft Dynamics GP (Archived)

how do I export Trial Balance report to Excel?

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  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: how do I export Trial Balance report to Excel?

    Here is another option if you are using FRx: victoriayudin.com/.../dynamics-gp-trial-balance-in-excel-using-frx

  • Irfan Rasheed Profile Picture
    Irfan Rasheed 550 on at
    Re: how do I export Trial Balance report to Excel?

    You can export Trail Balance Report in 'Tab-Delimited'/'Comma Delimited' format, which is used to work in excel;

    Go to Report >> Financial >> Trail Balance

    Select Default from 'Option' and click on 'Modify'

    Make Filter of your report

    Click on Destination

    Check on File and set path where to export on your machine,

    In file format select 'Tab-Delimited'/'Comma Delimited'

    There are also some other ways to generate Trail Balance in Excel. You can also use Smartlist builder/ Excel Report Builder, SSRS (if using GP 2010 R2)

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