Question:
What is the best way to export our general ledger to send to our CPA for review/preparation of tax return?
Answer:
If you go into the Financials module, click on Financial Reports, and then on Accounting, you will see a list of different accounting reports available. In this list, there is a General Ledger option that you can select.
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You can then print, or export this report into Excel or convert it into a PDF.