Exporting Data from the Ledger

The Ledger gives you several export options so you can review data, share reports, and package books for clients or audits.

From the Ledger tab, click the menu in the top-right corner to open the export menu. You’ll see three options:

From the Ledger tab, click the menu in the top-right corner. You’ll see three options:

Download CSV - Export a .csv file of the transactions in the ledger for the selected date range.
Export CSV to Documents - Send the filtered CSV directly to the client’s Documents folder in Digits.
Download Financial Package - Export a full financial package that includes:
- Ledger
- Trial Balance
- Profit & Loss
- Balance Sheet
- Cash Flow

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