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When you export data, you select the month and year for the accounting period for which you want to export data. Close the accounting period before you export data to ensure that you do not export unwanted transactions to your general ledger.

Note: After you close an accounting period, no new transactions can be posted to the period. In addition, all encounters created during the accounting period are also closed, and cannot be edited or updated.

For more information on accounting periods, see Managing Accounting Periods.

1. Close the accounting period for which you want to export data. Click the Billing tab at the top of the page. The Accounting Period tab appears in the left-hand navigation bar.
2. Click the Accounting Periods tab.
3. Select the year for which you want to view data in the Accounting Periods page.
4. Click Edit in the Action column, and then change the status to Closed.
5. Click Save.

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