Set up General Ledger transactions

You can manually enter data or upload the existing data from a file. To create and view records from the Company Setup Checklist, you need permissions specific to each area of Intacct.

Subscription Company
Regional availability

All regions

User type Business user with admin privileges
Permissions Company setup checklist: Run

To open the Company Setup Checklist, go to Company > Setup > and select Import data.

Your General Ledger transactions contain data for the following Intacct records:

Record To create and view records... To import and download records...

Journal

Add or edit journals

 

Statistical journal

Statistical journals

 

Account beginning balances

Create journal entries

Import account beginning balances

General Ledger journal entries

Create journal entries

Import General Ledger journal entries

Statistical journal entries

Create statistical journal entries

Import statistical journal entries

Reporting periods

Create reporting periods

Import reporting periods

Report types

Create a report type

Import data during company setup

Report audiences

Create a report audience

Import data during company setup

Budgets

Create a budget

Import a budget