You are here: Help Topics > Exporting journal summaries > Procedure
- On the File menu, click Export.
- Click Browse to specify the name and path of the general ledger file to which you want to export.
- In the Current period box, enter the period for which you want to export data. Use the same period as specified in the general ledger file.
- In the box "Reference No. for Entries in General Ledger", enter the journal number you want to use the export the Time journal entries. All exported information will use the same the reference number. Ensure that you do not use a reference number that has already been used in the general ledger program.
- Under Journal Ids, specify the type of journal in which to place invoice, cash receipt, and credit note journal summaries in the general ledger file. Click to view a list of available journal types in the general ledger file. For example, you could select SJ (sales journal) for Invoice entries, CR (cash receipts journal) for Cash Receipt entries, and GJ (general journal) for Credit Note entries.
- If applicable, select the Export time and expense journal summaries to export time and expense journal information with a description of Time Journal and Expense Journal respectively.
- In the Journal ID box, select the type of journal in which to place time and expense journal summaries, e.g., General Journal (GJ). Click to view a list of available journal types in the general ledger file.
- Click Export to proceed with the export of journal information to the specified general ledger file. Make sure the general ledger file is backed up.
- Access the general ledger file to view the exported information.
- While in the general ledger program's document manager, press CTRL+F to open the Find dialog.
- In the Where field, select "Document Number".
- In the What field enter "GJ".
- Click the Next button to start the search.
- Click the Help button for completion information.
- All transaction types, Invoice, Cash Receipt, and Credit Note must be exported; otherwise the accounts in the general ledger program will be out of balance.