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KashFlow: General Ledger Export

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn about the process of exporting a General Ledger file from KashFlow. 

Instruction

Click the Reports tab from the side menu.

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Click the Business tab. 

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Select Nominal ledger and confirm the dates required.

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Scroll to the bottom and click Next.

Click Download CSV.

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Once the CSV is downloaded:

  • Highlight the top 4 rows and delete them.
  • Filter out blank rows and delete them.
  • Change the Date field to the North American format.

Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.

 

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