Skip to main content
Solved

Implementation - Loading Trial Balances

  • February 14, 2023
  • 1 reply
  • 102 views

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. 

View original
Did this topic help you find an answer to your question?

1 reply

Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2209 replies
  • Answer
  • February 14, 2023

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. 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings