1
Open the ledger
On Statements, click Switch to ledger view. Use the Period filter if you want a particular run of periods rather than all of them.
2
Select the rows
Tick the checkbox on each payee row you want. Selecting a row covers that period’s statement.
3
Choose the files
Click Options, then By Payee, and choose Statement PDFs, Sales CSVs or Costs CSVs.
The ledger view isn’t shown on small screens, so this needs a laptop or desktop.
Next steps
- See what else the ledger does in What is Switch to ledger view?.