Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Assets, recognition and inventory

Export an inventory valuation or account comparison

Download the current dated evidence with the required export access.

Updated 2026-11-11

Inventory valuation provides export controls for its current view and source detail. Choose the valuation date, select Tracked stock or Account comparison and verify the displayed result before exporting. The export should describe the same cutoff and scope you intend to share.

Current report and journal export permissions are required. If the action is unavailable, inspect the access notice and current report state rather than assuming that a visible table grants permission to download every source line.

The export limit is 50,000 rows. Use a supported selection within that limit when the interface reports too many rows. While an export is running, Cancel export is available if you selected the wrong scope or no longer need the file.

Retain the report date and coverage notes with the download. Pending stock journals are excluded and account balances can include entries outside tracked products. A zero exported difference does not certify openings or complete history. Re-export after a relevant source change if the recipient needs the latest reviewed evidence.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.