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PostPosted: Tue Oct 15, 2019 12:45 pm 
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Joined: Fri Apr 17, 2015 8:44 am
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I'm trying to supply my CPA with an export of my register entries for the year 2018 but it looks like I can't supply a date range.

Is there some hidden way to do this? What is the date range used by the Export function?

Thank you.


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PostPosted: Wed Oct 16, 2019 12:11 pm 
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To select the Date Range, you can use a Search Option—just click the magnifying glass symbol inside the Search field at the top of the window, to get started. Then, using the Current Search Results Export option will have you set.

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PostPosted: Mon Dec 09, 2019 9:26 am 
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Allan W. wrote:
To select the Date Range, you can use a Search Option—just click the magnifying glass symbol inside the Search field at the top of the window, to get started. Then, using the Current Search Results Export option will have you set.


Oh my gosh! I can't believe I forgot about this question. :(

Thank you, Allan, for your reply. The next time I export I'll try as you instructed.

Sincerely,
Mel


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PostPosted: Wed Dec 11, 2019 1:07 pm 
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Joined: Wed Oct 19, 2005 2:18 pm
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Another way (my favorite) is to make annual Smart Folders for my accounts. All of my accounts get these folders. Then, just select the folder you want, select File > Export > Text or CSV (or QIF) save to the location of your choice, and you are done. Your accounts will be in neat, annual folders in the drawer on the right.


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PostPosted: Wed Dec 11, 2019 1:49 pm 
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t3rockhall wrote:
Another way (my favorite) is to make annual Smart Folders for my accounts. All of my accounts get these folders. Then, just select the folder you want, select File > Export > Text or CSV (or QIF) save to the location of your choice, and you are done. Your accounts will be in neat, annual folders in the drawer on the right.


Super suggestion, @t3rockhall.

I'll give that a try as well.


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