- 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
- Two options
- Verify the Trial Balance.
- Run the Standard Balance Sheet.
- Run the Standard Income Statement.
- Use General Ledger Report Designer to format a financial statement.
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