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Exporting data - not all transactions included :(

Posted: Tue Jan 06, 2009 11:19 pm
by showtyme
Good Evening,

I was looking to export all my accounting data from Powerchurch into excel to manipulate it a little bit easier there (as I'm a bit of an excel geek:)), but for some reason, as I export the data, it looks like it is excluding all year end transactions. What is the reason for this? Am I doing something wrong or is this a glitch in the system??

Any ideas?

Posted: Wed Jan 07, 2009 11:37 am
by Zorak
If you are using the Export Accounting Data menu option, the Year End Transaction should be included by default. I just ran a test in version 10 and it worked fine, including the year end transactions.

If you are not using the Export Accounting Data and are, instead, saving one of the reports to an Excel file, be sure to check the option box that appears on the Report Options screens that reads "Include Year End Transactions". This box only appears when running the reports for a range of months that includes the last month of your fiscal year.