Import Chart of accounts Mapping

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• 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 ...

• Using a Common Chart of Accounts (CCA)

  If your Rapidstart Forecast involves multiple entities, or you have one entity but the chart of accounts is too detailed for your forecasting and reporting purposes, you may want to consider utilising a Common Chart of Accounts for this purpose. A ...

• 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 ...

• Exporting and Importing from/to Data Input Forms, such as General Revenue and Expenses

  This video illustrates how to import and export data from and to General Revenue and Expenses input

• Import Trial Balance from Quickbooks Online

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