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Created by AgExpert Support
Created on Apr 18, 2023

Disqus Agexpert Accounting Questions Archive

Hi, how do I export Agexpert Accounting online to CaseWare? or how do I create a back-up for accountants to work on?

  • ADMIN RESPONSE
    Feb 10, 2025

    Hi Jun. The option to export to Caseware is found by clicking the person icon in the upper right corner of the screen. We don't have a back-up you can send to the accountant because it's cloud based, but you can share the business with them if you have a Premium subscription. You could also export the important reports to PDF/Excel and send them to your accountant (if that works for them).

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