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Implementation - Loading Trial Balances

  • Feb 14, 2023 8:03 PM UTC
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Freshman I

What is the procedure for loading historical trial balances? Can you load the most recent TB and load the historical TBs at a later time? 

Best answer by Kandy Beatty

HI @hjosephdcm 

Here is an article that may help you:

https://help-2022r2.acumatica.com/(W(23))/Help?ScreenId=ShowWiki&pageid=9fb11332-7bbb-4944-8d9e-995918abc51b

You can load TB at any time but you will need to ensure that you are choosing the correct periods and dates for the TB. 

I would suggest doing it before you implement however. 

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    Kandy Beatty
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    • Kandy Beatty
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    • Feb 14, 2023 8:24 PM UTC

    HI @hjosephdcm 

    Here is an article that may help you:

    https://help-2022r2.acumatica.com/(W(23))/Help?ScreenId=ShowWiki&pageid=9fb11332-7bbb-4944-8d9e-995918abc51b

    You can load TB at any time but you will need to ensure that you are choosing the correct periods and dates for the TB. 

    I would suggest doing it before you implement however. 

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