Can I export a detailed general ledger to view the opening and closing balances of all my accounts in Zoho Books?

Yes, you can export a Detailed General Ledger report that contains the opening and closing balances of all your accounts in Zoho Books. This report will also include a row for every transaction in an account, without any restriction on the number of rows. To do this:

  • Go to the Reports module from the sidebar.
  • Click General Ledger under the Accountant section.
  • Click Customize Report and select a date range for which, you want the report to be generated.
  • Click Export Detailed Report and select a file format to export your file.
Detailed General Ledger

Now, your detailed general ledger report will be processed and you will be notified as soon as it’s available to download.

Check Export Status

You can also view the status of your scheduled export by clicking Check Status. This will bring up a list of all your detailed general ledger exports along with their status and a download link.

List of Exports

On clicking Download, the detailed general ledger report will be downloaded to your device.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.