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How to export your accounting documents from Excel to PDF?

  • Updated

This feature is only available in the following countries: France, United States.

When you export your General Ledger from Springly, you get an Excel file. To print it or share it as a readable PDF, you need to configure the page layout so the content fits properly on the page.
Here are the steps depending on your operating system and software.

🍎 On Mac

With Microsoft Excel

Quick method (via Print)
  1. Open your Excel file
  2. Go to File > Print
  3. In the print dialog:
    • Make sure the paper size is set to Letter
    • Find the Scaling option
    • Select "Fit Sheet on One Page"
  4. Check the result in the preview on the right
  5. Click PDF > Save as PDF
Alternative method (more precise)
  1. Click the Page Layout tab in the ribbon
  2. In the Scale to Fit section, set:
    • Width: 1 page
    • Height: 1 page
  3. Go back to File > Print, then PDF > Save as PDF

With Numbers (Apple)

Numbers makes this especially straightforward:
  1. Go to File > Print
  2. Check the option: "Scale each page to fit the paper"
  3. Make sure the paper size is set to Letter
  4. Click PDF > Save as PDF

🪟 On Windows

With Microsoft Excel

Quick method (via Print)
  1. Go to File > Print
  2. In the Settings section, click "No Scaling"
  3. From the dropdown, select: "Fit Sheet on One Page"
  4. Check the preview, then print or save as PDF
Alternative method (more control)
  1. Click the Page Layout tab in the ribbon
  2. In the Scale to Fit section, set:
    • Width: 1 page
    • Height: 1 page
  3. Also check:
    • Paper size: Letter
    • Orientation: portrait or landscape depending on how wide your document is
  4. Go to File > Print, then save as PDF using the Microsoft Print to PDF printer

With OpenOffice or LibreOffice

Quick method (via Print)
  1. Go to File > Print (or Ctrl + P)
  2. In the print dialog, click Options or Properties
  3. Select a virtual PDF printer (e.g., Microsoft Print to PDF on Windows, or Save as PDF on Mac)
  4. Check the layout in the preview and print
Alternative method (via Export as PDF)
  1. Go to Format > Page (or Styles > Page Styles depending on your version)
  2. On the Sheet tab, find the Scaling section and select:
    • "Fit print range(s) to width/height"
    • Set 1 page wide and 1 page tall
  3. Make sure the paper size is set to Letter (on the Page tab)
  4. Go to File > Export as PDF
  5. In the dialog that opens, leave the default settings and click Export
  6. Choose a file name and location, then click Save

💡 Tip: If your document is very wide (e.g., a General Ledger with many columns), use Landscape orientation in your page settings for better readability.


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