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How to export business data into Excel file in Treezsoft?

發布者  selena  於  Dec 19 2017 10:48        2998


TreezSoft cloud accounting software allows users to export their accounting data conveniently into Excel or CSV format according to the user's needs.

We uses automation and integration to ensure all information are updated and integrated instantly throughout the users' TreezSoft account. This will ensure that all information that you see is accurate and up-to-date. 

You can export your own company, customers and suppliers' ledger data in your account in TreezSoft by navigating through: General Ledger > Export Data.

Exporting data is easy with TreezSoft:

  1. Enter the data type you want to export and also the date (From – To)
  2. Select the relevant account(s)
  3. Click Export to Excel.

The exported files will be a list of transactions that is related to the account(s) that you've tick from the screen above.

You can visit these links to read more about reportingin TreezSoft:

  • How to generate Customer's reports and what are they?

  • The measurement of the company's success

  • Cash is King? All you need to know about Cash Flow Statement

  • Tracking Cost of Goods Sold

TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company effeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc. 

Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us! 

You can also email us at [email protected] for more enquiries


關鍵詞 export business data excel

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