Exporting Your Data Out of TrustBooks
This tutorial will walk you through exporting your data out of TrustBooks.
- 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.
This will open the exported data in a spreadsheet: