Set up the General Ledger—Consoles

You can manually enter data or upload the existing data from a file.

To create and view records from the Template Setup Checklist, you need permissions specific to General Ledger.

Subscription

Company

Regional availability

All regions

User type

Business user with admin privileges
Permissions

Company setup checklist: Run

  1. Go to My practice or Console > All > and select Templates.

  2. Find the template that you want to switch to.

  3. Select More actions > Switch to template.

  1. Go to My practice or Console > All > and select Templates.

  2. Find the template and select Switch to template.

Your General Ledger contains information for the following Intacct records:

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

Journal

Add or edit journals

 

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