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9.2 Setting up Your General Ledger

Apr/16/2007



Tradepoint has tools that will allow a General Ledger to be set up in more than one way.

First, if your company is currently using an Accounting Program then we would recommend using the Import Tool found in the management Menu of Tradepoint accessible through the icon in the Upper left hand corner of Tradepoint. Second, if you use an Accountant we do recommend consulting with your Accountant to ensure accuracy.

Tradepoint can import 14 different file types with the Data Import wizard including the following Accounting software file types:

·         Goldmine 4.0 or later

·         Peachtree

·         Quickbooks IIF Files

Follow the instructions in the Data Import wizard and the structure and information for your General Ledger will be imported into Tradepoint.

Additional methods available for setting up your General Ledger include a customized data import which can be created for your company by our technical team or by creating your General Ledger structure manually.


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