Load Chart Of Accounts
Purpose
Integral Accounting comes with a number of predefined Charts of Accounts. These are set up to reflect the general requirements of most industries. In most cases, we recommend that you choose the predefined chart that best matches your business.
Usage
1. Select an Industry
Integral Accounting comes predefined with charts of accounts for a number of specific industries. If you decide to load one of these charts, you have to choose it from the presented list.
2. Preview it
To see how the account numbers and names are distributed in the chart for the selected industry, click the Preview button. When you are finished looking at the preview list, click the Done button.
3. Load the chart of accounts.
To actually use the chart of accounts from the selected industry as your own, click the Load button.