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Exporting data from a sheet to Microsoft Excel

Accountants Enterprise with Practice Manager only

Some practices use Microsoft Excel to analyse dates, create reports and manage their information.

To export data from a sheet to Microsoft Excel

  1. Open the timesheet, disbursement sheet or expense sheet. See Opening existing timesheets, or Entering disbursements for an employee or Opening a practice disbursement or Opening expense sheets.

  2. Click Export to excel on the TASKS bar. Microsoft Excel opens displaying the information from the sheet.

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