-- How Do I? --

Exporting the Working Trial Balance to Excel

  1. On the Account tab, in the Balances group, click Trial Balance.
  2. Enter the keyboard shortcut key Ctrl+A and copy and paste the information to Excel.

OR

  1. Create a Trial Balance automatic document. How?
  2. Right-click the Trial Balance and select Save as Excel File

The Working Trial balance data is exported to Excel.