- Create Fiscal Year
- Setup Account Structure
- Create Primary Segment Account - Main General Ledger Accounts
- Create Segment Account- Profit Center/Division General Ledger Accounts
- Build General Ledger Accounts
- Load Beginning Balances
- Two options
- Make a Journal Entry via General Journal
- Use Import GL from CSV file
- General Ledger CSV format
- Verify the Trial Balance
- Run the Standard Balance Sheet
- Run the Standard Income Statement
- Use General Ledger Report Designer to format a financial statement