Importing setup data into the Accounting Module

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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Mayflower UCC
Posts: 1
Joined: Mon Jul 25, 2005 11:58 pm
Location: Mayflower Congregational UCC

Importing setup data into the Accounting Module

Post by Mayflower UCC »

Hi. We are about to convert our current church software to PC+ v9.

Is there any way to import the COA into PC+?

I want to take our current chart of accounts and modify it to the format of PC+ and then import it into PC+.

I do not want to have to enter each account separately

Thanks

Jessie
Mayflower UCC

Matt
Authorized Teaching Consultant
Authorized Teaching Consultant
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Joined: Fri Dec 05, 2003 4:04 pm
Location: Jacksonville, AL

Post by Matt »

Jessie,

I'm not aware of a direct way to import accounts into the PC+ COA. If you already have a COA set up it really shouldn't take that long to enter the accounts into PC+. If you need accounts for more than one fund the additional funds (with all the accounts) can be quickly added with just a few clicks.

Matt

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