Advance Settings for Import Trial Balance

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• Why can't I find the actual period that i want to import on the Import Trial Balance screen?

  There are 2 possibilities: 1. The period is not part of the existing periodicity (Historical years, current year, and forecast/budget years), which mean you can not import data for periods which do not exist in the project. 2. The period is not ...

• Import Trial Balance from Quickbooks Online

  This video illustrates how to import Trial Balance data from Quickbooks Online.

• My Import status shown Pending COA Mapping status, and no actual data on my reports. What should I do?

  Pending COA Mapping indicates that there is at least 1 account is not mapped yet to the Rapidstart Forecast Common chart of account (including new account). To map and reload the Trial Balance data, you can navigate to Admin > Mapping Import TB ...

• Import Trial Balance Data from Xero

  This video illustrates how to import an entity's trial balance data from Xero via the built-in connector.

• Import an Entity's Trial Balance data from CSV text files

  This video illustrates how to import an entity's Trial Balance data from a comma delimited text file (CSV files). This is the simplest and most universal method of importing data from an accounting or ERP system for which we don't have a connector. ...