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Unmapped Accounts Found

The following accounts from the GL are not in the Chart of Accounts. Fill in their details before import can continue:

Acct #	Name	Statement Type	Regular Bal	Category	Acct Type	Totals Into	Cashflow	CF Type

Budget Accounts Not in Chart of Accounts

The following budget accounts are not in the Chart of Accounts. Fill in their details to include them, or click "Skip All" to leave them out.

Acct #	Name	Statement Type	Regular Bal	Category	Acct Type	Totals Into	Cashflow	CF Type

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BASIS · Accrual

From → To

Net Income

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Operating

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Investing

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Financing

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DATA Import COA Import GL Import Budget

Import a Chart of Accounts and then a General Ledger to get started.

Import a Chart of Accounts and then a General Ledger to get started.

Import a budget Excel file using the Import Budget button above.

Import a Budget and load GL data, then click Apply.