Define the cutover
Choose the date, entities, source records, and owner before moving accounting data.
Bring over the opening position, chart of accounts, contacts, and outstanding work. Review the result before comma becomes the operating ledger.
Illustrative product workflow · Sample data
Choose the date, entities, source records, and owner before moving accounting data.
Set up accounts, opening balances, customers, vendors, and outstanding documents with traceable source files.
Compare the trial balance and key subledgers, resolve differences, then begin current work in comma.
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