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Custom Reports and EZ Reports created can be exported in an Excel spreadsheet file that could be sent to your Accountant for review.
- Select the desired report under the "Custom" tab.
- Set the desired Report Period.
- Click on "Export" on the top tool bar.
- In the "Save As", enter the name you want for the report and where you would like to save it to.
- In the "Select Export Preference", select "Microsoft Excel" and save the report.
- Send the report to your accountant for review.
