ORALZY
How-to

Books ka data CSV ya Excel me kaise download kare?

Insights → Books → jo tab chahiye (Day Book, Chart of Accounts, Trial Balance, Balance Sheet, Profit & Loss, Account Ledger) kholo → period / date set karo → '⬇ CSV' dabao. File turant download hoti hai (jaise 'profit_loss_<from>_<to>.csv'), Excel me khul jaati hai.

Where in ORALZY: Insights → Books · Mobile: Insights → Books

CSV me wahi aata hai jo screen par us period ka hai. Day Book CSV me Date, Entry#, Source, Source Ref, Narration, Debit, Credit, Status. Account Ledger CSV me Opening balance aur Closing balance lines bhi. Trial Balance CSV ke aakhir me TOTAL line. Day Book ka CSV bhi 500 entries tak hi hota hai, isliye lambe period ko tukdon me nikalo. Mobile par 'CSV' button Share sheet kholta hai (WhatsApp / email par bhej sakte ho). PDF ya print button Books me nahi hai.

Quick steps

  1. Insights → Books kholo aur tab chuno
  2. Date / period set karo
  3. '⬇ CSV' dabao
  4. Download hui file Excel me kholo ya CA ko bhejo

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