Export general ledger to CaseWare to allow for my accountant to build financial statements from my bookkeeping with Xero
To reduce the time my accountant has to handle my books, by reposting summary into their accounting software for financial statements at year. have the GL export to the software as SAGE currently does.
Amelia
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Freddie Cook commented
It sounds like you are asking about exporting a general ledger from your bookkeeping software (such as Xero) to CaseWare in order to build financial statements with the help of an accountant based in Croydon.
To export a general ledger from your bookkeeping software to CaseWare, you will need to follow the steps provided by your software for exporting data. This typically involves selecting the data that you want to export and choosing a format that is compatible with CaseWare.
Once you have exported the data, you can then provide it to your accountant in Croydon, who can use it to build financial statements using CaseWare. Your accountant may also be able to assist you with the export process if you are having difficulty.
It is important to note that bookkeeping is the process of recording and organizing financial transactions, while financial statement preparation involves analyzing and summarizing financial data to create reports such as income statements and balance sheets. If you are in need of bookkeeping services, you may want to consider hiring a bookkeeper or using bookkeeping software to manage your financial records. There are many bookkeeping services available in the Croydon area that can help you with this.