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Export your trial balance

Find your software below. Export your trial balance, then upload it to AuditFlex.

  1. 01

    Export from your software

    The trial balance for this year and last year, as Excel or CSV.

    Two files

  2. 02

    Upload to AuditFlex

    It reads the columns and suggests a statement line for each account.

    You confirm the mapping

  3. 03

    Review and download

    Check the statements, then download the draft PDF and the MBRS ZIP.

    Draft PDF + MBRS ZIP

Before you upload

  1. 01Choose the financial year
  2. 02Export Excel or CSV
  3. 03Keep the original headings

Find your accounting software

SoftwareWhat we read
SQL AccountTrial Balance print layout or debit/credit grid.
BukkuTrial Balance export.
BiztoryTrial Balance export with its codes and names.
XeroExport each financial year as a separate file.
QuickBooks OnlineAccount names work if there are no codes.
Zoho BooksExport the Trial Balance report as XLSX.
FinancioTrial Balance export.

Before and after

Without AuditFlex

Your softwareExcelRetype into mTool

Copy figures from tool to tool.

With AuditFlex

Your softwareAuditFlexReview

Turn your export into a draft to check.

Try one client file.

Tell us your accounting software. We’ll help with the first file.

One free file per firm · No sales call

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