Export project

The export project feature allows you to download documents or data from the project.

  • Trial balance

    • CSV or PDF: download the trial balance in either format

    • Financials PDF: download the balance sheet and income statement in a financial statements packet, complete with a cover page:

  • Documents: download all documents uploaded to the project as a ZIP file

  • Project journal entries: download the journal entries created in the project in a variety of formats

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