Exporting Your Data Out of TrustBooks
Overview
This tutorial will walk you through exporting your data out of TrustBooks.
Steps:
- Select Build Trust Reports under the REPORTS drop-down.
- The Build Trust Reports page will open. The default report displays all data in the selected Trust Account.
- Select the Export button.
- The Downloads box will pop-up on your screen showing the report as a CSV file. Select Open File on the CSV to view it in excel.
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This will open the exported data in a spreadsheet:
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