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Implementation - Loading Trial Balances

  • 14 February 2023
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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? 

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Best answer by Kandy Beatty 14 February 2023, 21:24

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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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