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Account Export CSV

account_export_csv folder_open OCA/account-financial-reporting open_in_new
Uncategorised License: AGPL-3

Add a wizard that allow you to export a csv file based on accounting journal entries

  • Trial Balance
  • Analytic Balance (with accounts)
  • Journal Entries

You can filter by date range

auto_awesome What this module does

AI-generated from the code · Odoo 12.0

Adds a wizard that exports accounting data to CSV files: Trial Balance, Analytic Balance with accounts, and Journal Entries, filtered by date range and journals.

This module adds a single export wizard, reachable from the Accounting menu under Reporting, called Accounting CSV Export. In the wizard you pick a company, a date range (or enter a start and end date manually), and optionally one or more journals. The date range and the manual dates stay in sync: choosing a range fills the dates, and changing the dates clears the range.

Three buttons produce the CSV file, which then appears in the wizard ready to download: - Trial Balance: one line per account with code, name, total debit, total credit and balance. - Analytic Balance (with accounts): one line per analytic account and account combination with the same debit, credit and balance figures. - Journal Entries: a detailed line-by-line export including date, journal, account code and name, partner, reference, description, debit, credit, balance, full reconcile, analytic account, entry number, amount in currency, currency, tax code and name, and bank statement.

All exports are limited to the selected period. If no journal is selected, all journals are used for the journal entries export. The wizard is a temporary screen (it opens in a popup) and does not store accounting data permanently.

Depends on

accountdate_range

Menus it adds

Accounting CSV Export
Models and fields (1)
  • account.csv.export · new modeldata (CSV), date_end, company_id (Company), date_start, journal_ids (Journals), date_range_id (Date range), export_filename (Export CSV Filename)

Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/account-financial-reporting.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.