Implementation - Loading Trial Balances

  • 14 February 2023
  • 1 reply

Userlevel 1

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 14 February 2023, 21:24

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Userlevel 7
Badge +16

HI @hjosephdcm 

Here is an article that may help you:

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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