​
What is a general ledger report?

The general ledger report contains information about every ledger in the Instance’s chart of account, as well as information about every line entry in that ledger.

This report is most commonly used by accountants and bookkeepers to make year-end adjustments and prepare tax returns. As this report is verbose, we recommend offering this report primarily as an Excel export rather than a web-based report in your user interface.

​
How does Teal’s general ledger report work?

This report can be large and run slowly when requested. It is also not paginated.

The general ledger endpoint returns an array of ledgers. For each ledger, it returns the opening and closing balances, as well as the ledger’s lines, over a period.

​
Preparing the general ledger report for export

See our guide on Excel exports for more details on how to export the general ledger report to Excel.