This video or presentation has been updated. Please scroll down to locate the updated version.

Downloading Your Financial Statements to Excel

1 Star2 Stars3 Stars4 Stars5 Stars
Loading...

Downloading Your Financial Statements to Excel

Attention accountants! Now there is an easy way to download your financial statements from CU*BASE into a spreadsheet or graphical presentation program like Microsoft® Excel.

A new option on the third financial report printing screen (MNGELE #16) will let you view, print, and/or
export your financial statement in a format that is more compatible with Excel… negative numbers will
automatically come in properly formatted for use in calculations! You just specify a filename to store in
your QUERYxx library, then use the normal File Download process to pull the file over to your PC and open it as a comma-delimited file in Excel.

Leave a Reply