Michaela Greene
- Total activity 836
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 423
Articles
Recent activity by Michaela Greene-
Adding a custom Lead Schedules
Adding a Lead Schedule In your Trial Balance select "Tools" Select "Edit Accounting Structure" Hover right on an Account Type row. Select Lead Schedule from the dropdown menu and this will insert a...
-
Editing Account Types
Account Types are similar to categories or headings. The most common ones used are: Assets (Current Assets,Non Current Assets) Liabilities (Current Liabilities, Non Current Liabilities) Equity Reve...
-
How to Access Edit Accounting Structures
Editing an Accounting Structure can be done within a client file or from the Accounting Structure module.Note: If you edit from within the client file it will only apply to that file. If you want i...
-
How to Edit the Accounting Structure
Accessing Editing from Client File View Select Trial Balance in the client file; Ensure the Trial Balance has been imported. See here for instructions on importing the Trial Balance. Once importe...
-
Trial Balance Import (CSV) - BGL Desktop and Reckon
Open the Trial Balance in your file and Select Import; Select Custom CSV as your import source; Download and open either the Reckon template or the BGL Desktop template;(The format the trial bal...
-
Trial Balance Import Wizard (Custom CSV)
You will now be guided through the custom CSV import process with our Import Wizard. For your convenience, we have summarised the three key steps below: Step 1 - Open the Trial Balance Import Wizar...
-
Accessing the Trial Balance import menu
To access the import trial balance menu:1. From within the client file, click on the Trial Balance tab; 2. Click on the Import button;3. You will be taken to the Import page which offers all possib...
-
Prior Year Figures Import Via CSV
Step One: Locate and Select Import Trial BalanceFrom the files Working Paper Index, click on the Trial Balance buttonSelect Import Step Two: Select the Method of ImportAfter clicking import, you'l...
-
CSV download page
CSV Trial Balance - Upload Templates Please see our CSV upload templates below:
-
Importing a Trial Balance via CSV
In this guide, we will be showing you the steps to successfully import a Trial Balance via CSV.Please note that we have no restrictions on where you gather your CSV data from. Creating your CSV1. T...