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  1. Create Fiscal Year
  2. Convert/Import 
    1. Account Structure
    2. Segments
    3. Chart of Accounts 
    4. General Journal History -  General Journal History is imported into the General Journal menu.  
  3. Use Batch Posting to post all imported General Journal History transactions.  
  4. Verify the Trial Balance. 
  5.  Run the Standard Balance Sheet. 
  6. Run the Standard Income Statement. 
  7. Use General Ledger Report Designer to format a financial statement.   
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