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Could you please advise how can I export a Trial Balance for the whole year (e.x 2020) in excel but the export to be month by month with opening and closing balances for every month. (maybe with a tab for every month)
Thank you in advance.
Search for a report called Trial Balance by Period. Enter the starting date of 2020, 010120 and then fill in any options. You can preview or Print to Excel.
Hope this helps.
Thank you very much for the detailed answer, Steve! You've been very helpful! :)
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