The Chart of Accounts is the basis for your
Accounting structure within Tradepoint. There are three ways to set up your
Chart of Accounts:
1.
Use the default template built into Tradepoint to
create the Chart of Accounts
2.
Manually create a Chart of Accounts using the New
Account buttons in the Division Setup.
3.
Import an existing Chart of Accounts from another
application. Some software applications
do not permit you from exporting your COA. Please check your software to make
sure you can export it. If you are not able to export your existing structure
then use option 1 or 2 for creating your COA.
Importing options for an Existing Chart of Accounts
address imports from a number of applications and often also includes additional
information including contacts (Customers, Vendors, and Leads). Applications
that can be directly imported into Tradepoint using our Importing tool
include:
1.
Quickbooks - IIF Files: This option
will import an IIF file exported from Quickbooks. IIF files will often give you
an option for exporting only the Chart of Accounts or can include the Chart of
Accounts with other types of contacts and some types of account history. Please note that sales history and other
accounting types of activity for contact might not be retrievable. This is based
on what version of Quickbooks you are running and the condition of data in the
database.
2.
Goldmine - This import will bring
in all of your Goldmine data including contacts, calls, notes history and linked
files. This does require the location of the database and preferences for
establishing Categories within Appointments, Customer Calls and linked
Documents. These Categories can be set up
within Tradepoint prior to an import from
Goldmine.
3.
Peachtree 2005 or
later
- This import process includes instructions on how to export your data from
Peachtree and will require the location of the Peachtree CSV file and setting a
default Category and Status. The Peachtree import will bring in summary data
including Account balances, Customers, Vendors(Suppliers), G/L structure and
information.
4.
SQL - SQL Driven applications
can often allow accounting data to be exported if it is accessible directly from
the SQL database structure. Please contact us if you have any questions about an
application that is not listed in our Import tool.
The Data Import tool is
accessed through the Management Menu(Cube icon) in the upper left corner from
any screen when logged into Tradepoint.
Follow the prompts within
the wizard to access the different data import types for different types of
files.
For further information about any other applications
not listed please contact our technical support department at support@tradepoint360.com