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- Use the data from the integrated accounting software, and select a Financial Statement to map between Profit & Loss and Balance Sheet.
- Review all sub-accounts that are displayed on the left side.
Select a Mapping Template. The most commonly used templates are SLI and Bering McKinley. Users can also create new templates by clicking the Edit Mapping Templates link on the upper right corner of the dashboard.
Note Contact our Support Team after creating your mapping template so they can help you integrate it with the mapping data.
- Categorize sub-accounts by dragging them to the mapping template.
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