Company Setup Checklist
The Company Setup Checklist is your 1-stop shop for loading data into your company.
During your initial company setup, the Company Setup Checklist guides you through entering or uploading your starting data, beginning with your chart of accounts.
After you start using Sage Intacct, you can continue to import data to save time. For example, you can import journal entries and budgets from a CSV template, instead of entering the data manually.
About the Company Setup ChecklistCompany setup checklist overview Company setup: Initial data entrySet up: AP master lists, open bills, and adjustments AR master lists, open invoices, and adjustments Add: Projects, tasks, and timesheets Create: |
Import data from a CSV fileDownload a CSV import template Prepare your file for CSV import CSV import: By application or subject Troubleshoot CSV importsFind and fix CSV import errors Try the new import service beta |
