Export a Profit and Loss file to excel

Grand1
Grand1 Member Posts: 12 Reckoner Reckoner
in Accounts Hosted
image.png

Hi, I need to download or upload our profit and loss reports to an excel spreadsheet like above. There used to be the icons on the right of the screen letting you upload the details to excel but i can't find that icon anywhere with the new updates. Where do I look for this now please if anyone knows.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,657 Reckon Community Manager Community Manager

    Hi @Grand1

    You can upload and download files from the My Files menu in Reckon Accounts Hosted.

    Check out this post below for a walkthrough on how to use My Files 👇

    Downloading & uploading files in Reckon Accounts Hosted ⬇️⬆️

  • Eric Murphy
    Eric Murphy Member Posts: 413 Reckon Hall of Famer Reckon Hall of Famer

    Are you trying to download the report you're exporting?

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 516 Reckon Staff Reckon Staff

    Hi @Grand1

    Apologies for the inconvenience.

    If I am understanding correctly, with the new release, that icon (Toolbox) is replaced with a floating toolbar at the top as in the screenshot below -

    image.png

    As @Rav provided above, you can check the guide on how to download and upload from the new replaced toolbar. Please let us know how you go or if you have any concerns/issues. Thank you!

    Regards

    Tanvi

  • Grand1
    Grand1 Member Posts: 12 Reckoner Reckoner

    Yes, I found that sorry but when I download the Profit and Loss Statement to the excel spreadsheet it doesn't show the whole quarter's profit and loss I'm chasing as below. What am I doing wrong now??

    image.png
  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 516 Reckon Staff Reckon Staff

    Hi @Grand1

    Please confirm if you are trying to save the report in the existing excel sheet or creating a new one to save the Profit & Loss Report?

    When you generated report in the software, does it give you the accurate data (Before saving it to an excel file) and confirm if we are opening the correct file.

    Also, check if you have any filters added to the report before saving it as excel.

    Regards

    Tanvi

  • Grand1
    Grand1 Member Posts: 12 Reckoner Reckoner

    I am trying to do this and previously when I uploaded from the web to the excel spreadsheet it would have all this same info.

    image.png
  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 516 Reckon Staff Reckon Staff

    Thanks for confirming @Grand1

    If you can please confirm whether you are following the steps as mentioned and if you haven't, please try and follow the steps and confirm, if the issue still persists.

    • Open a company file and generate Profit & Loss report
    • Export the Report as "a new workbook" and clicked Export
    • Save the file in Q-Drive

    After this process, go to My Files to download the Saved file (from the floating toolbar at the top)

    • Click on My Files
    • Select the Drive where you have the file saved
    • Search the name of the saved file
    • Tick the front of the file and click Actions
    • Click Download

    Now, the file is downloaded for offline use and should be saved in your Downloads.

    • Go to your Downloads
    • Open the file in Excel
    • Confirm if the file has the data matched to what was in the generated report


    Regards

    Tanvi

  • Grand1
    Grand1 Member Posts: 12 Reckoner Reckoner

    Yes that's exactly what I'm doing. I'm going to sign out of Reckon completely and sign back in and try again. This is so frustrating when things get updated and changed to supposedly make things easier!!!!

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