How Can I Export All of my Adjustment Journal Entries?

How Can I Export All of my Adjustment Journal Entries?

To export all of the adjustment journal entries that have been created within an engagement file:

  1. Navigate to the ‘Adjustments’ tab.


  1. Ensure both the current year and prior year sliders are turned on. Note: Only those journal entries that are visible within the ‘Adjustments’ tab are exported.


  1. In the upper right hand corner, click the Export Options button.


  1. Select the required file type to export your adjustment journal entries to. Note: The export to ‘Working Papers CSV ASCII’ file format allows for the file to be imported into a Caseware Working Papers engagement file.


  1. All exported files are saved to the Downloads folder on your PC.


Below is a sample of the PDF file type: