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What's the best way to upload detailed GL activity?

  • 22 August 2023
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I got this out Quickbook’s.

I just want to  know what are people thoughts on tackling this. I just have to do a detailed upload from Jan - June of 2023.

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Best answer by Robert Sternberg 22 August 2023, 20:01

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Robert Sternberg
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Check out this out of the box import scenario for importing GL Transactions. I would recommend waiting to release/post the transactions until after the import is validated which allows more flexibility for corrections. 

Included in the import scenario is a sample upload file. 

If you need help running the import scenario you can use this help article. 

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=1d3fb835-20cd-4810-8118-5f40c4fc7f41

 

 

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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