The Import Process for the
Chart of Accounts

…involve moving the download information into your accounting software.  I’ll be talking about using Quickbooks, but the import and mapping process is standard for all accounting programs. If you have not worked with importing before, don’t worry.  Just follow the steps in the video and the attached illustrated instructions, and you’ll do fine.  If you get lost, just start the video again.  If you get real lost, contact me at Builder Academy, and I’ll walk you through the process. This session covers the import of the information.  The next session covers customizing the Chart of Accounts.