Question asked by tony keane 10 years ago
Does anyone know how to import a trial balance to start a new entity? I have set up all the accounts necessary but they do not appear on the “Other Balances” page on “Getting Started”. Many thanks
Hi Tony,
Once you have set up your chart of accounts on the Settings>Codes menu, you can import your TB as a journal on the Tools>Import menu. Make sure each line of the journal has the same date and description.
Best answerHi, I've just found this post about importing a TB. The import a journal option seems to be under import bills, which is why I couldn't see it at first.
You must 