Overview
Data exported from Procare version 9.1 to be imported into v10 includes your
Chart of Accounts (COA) numbers and descriptions. When you
import, the import program will compare the COA number and description from version 9.1 to those in v10. If a duplicate is found, to avoid duplication the imported numbers and descriptions are changed.
Imported Accounts
To check for duplicated numbers and descriptions view the Data Import accounts in each of your Chart of Accounts categories. From the Procare Home screen go to
Configuration >
System >
Accounting Management >
Chart of Accounts.
Look for a section in each category titled
Data Import: XXXCategory, such as Assets, Libilities, etc. Click the small
plus sign to view the imported accounts.
Accounts and descriptions that are duplicates will show as highlighted below:
Combine Accounts
If desired, you may combine these accounts with the standard v10 accounts using the
Configuration Merge utility. To access the Configuration Merge utility you must be logged into Procare v10 as a
System Supervisor user group user. Go to
Supervisor Utilities > Configuration Merge.
Under
Accounting Management click the
plus sign next to
Chart of Accounts then dbl-click a category, such as
Bank Accounts.
Merge like accounts following the instructions in the
Configuration Merge utility article.
tags: imported GL, GL import, Chart imported, imported chart, old chart account, imported account