Summary 

Learn about the process of exporting a general ledger file from PS Financials. 

1. Log in
2. Click Options (5th tab in) > Account Enquiry
3. Click the Criteria tab, select your periods (example: between First and last period), and click OK.
4. From Account Enquiry, click the Columns tab  and Select: 
5. Date / Debit / credit / Description / input date / nominal / nominal title / type
6. click Send to Excel.
7. Name your file, choose a save location, and click Save.