Export trial balance data
Follow these steps to export trial balance data from the trial balance in AdvanceFlow as an Excel file or tax export file.
- In AdvanceFlow, open the engagement and select theTrial Balancetab.
- SelectData, thenExport.
- Select aData Type.Other options will appear based on the vendor and entity selected in the engagement properties.
- SelectOKwhen you're finished.
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