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IES Knowledge Base: GL, General Ledger

 

 

 

Open New Ledger Accounts

 

Capture Method

The Capture method, usually used with 1 or a few Accounts at a time

 

Automated Method

The Chart wizard can open many new Accounts at a time

 

Import or Upload Method

The Import method can open many new Accounts at a time
How to export from the Chart, to have 'startup' data
Principles for Imports / Uploads