Hello Everyone!
Could someone please show me how to import/upload beginning balances of several cash accounts in Acumatica 2020r1? Thank you in advance!
Kind regards,
Mrivera67
How to upload/import beginning balances of Cash Accounts?
sorry, not just cash accounts but also GL accounts...thanks
Userlevel 3
+1
To import balances of GL accounts for a financial period, use the Trial Balance (GL303010) form. If you have cash accounts in a foreign currency, upload the foreign currency balances along with the base currency balances for the accounts (the foreign currency balances should be specified in the Currency YTD Balance column).
For detailed instruction, please refer to https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=9703c4ff-a6b5-4730-acf7-34f732c774c1.
Many thanks Olga!
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