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