Exporting accounts for AuditBot
Please select your accounting software:
Other (none of the above)
If your accounting software isn’t listed above them please refer to our general requirements for the Nominal Ledger document when uploading to AuditBot: Test Requirements
Related Articles
Exporting accounts from Sage
Load up Sage and select client Select "Nominal Codes" on the left hand menu Select "Reports" in the top right corner Select "Nominal Activity" from the left hand menu, then select "Nominal Activity" again on the right Select your date range and click ...
Exporting accounts from QuickBooks
Log into QuickBooks Select "Reports" from the left hand menu On the "Standard Reports" section, scroll down to "for my accountant" and select the "General Ledger list" You are then brought to this screen Select the icon circled and then "Export to ...
Exporting accounts from Xero
Log into Xero Select "Reports" from the "Accounting" menu. Select General Ledger Details. You are brought to this screen. Select Account Code Then select Update Export to Excel
Exporting accounts from Microsoft Dynamics
Load up Microsoft Dynamics and select the search button Search “Detailed Trial Balance” and select “Detailed Trial Balance Reporting and Analysis” Scroll down and update the date filter Select “Send to…” Select “Microsoft Excel Document (data and ...
Getting Started
Welcome to the AuditBot Knowledge Base This space provides all of the information you need to get started using AuditBot. Use the links below to get started. You can also use the search function to find specific information. Get started with the ...