When you are ready to see your client's data in your General Ledger, go to the Status page.

Now you'll need to set the date range for which you would like to download the data. You can select from either a predetermined range or set a custom range. From here, you can select the download file for the General Ledger system that you use.

For more instructions on your specific General Ledger, head over to our Connections page to see a list of articles for each.