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- Use the data from the integrated Accounting Software (like Xero and QuickBooks, Quickbooks, etc.) and select a Financial Statement to map between Profit & Loss and Balance Sheet.
- Review all sub-accounts that are displayed on the left-hand side.
- Select a Mapping Template. Commonly used are SLI and Bering McKinley, but users can also create new templates by clicking on the Edit Mapping Templates link on the upper right corner of the dashboard.
- Categorize sub-accounts by dragging them to the mapping template.
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