You can export the financial statements for an engagement to a Microsoft® Excel® file. The exported file will include separate worksheets for the balance sheet and the income statement.
To export financial statements:
- Click the engagement on the Engagement List page.
- Click on the navigation bar and select Financial Statements.
- If this is a consolidated engagement, click in the gray navigation bar at the top of the page, and then select the subsidiary you want to export a financial statement for.
- Click Export on the toolbar. The export file is saved in the Downloads folder on your computer.