Importing your existing General ledger structure into Tradepoint will depend primarily on what Accounting software you are currently using. Some Accounting/ERP applications will not allow you to export your data. For example, Simply Accounting is one that does not permit access to your G/L file.

If you have been using Quickbooks we do have a tool built into Tradepoint that will enable you to Import your existing General Ledger structure into Tradepoint through the Import Tool found in the Management Menu.

There are a few things to remember about Importing an existing General Ledger from another software application:

1. We recommend you consult and IT professional or one of our Programmers about the application you are using and the condition of the data before any Import is done.
2. Even with a clean data set there may still be minor errors in the Import process so be sure to check your General Ledger structure after the Import has been completed.
3. if you are looking to make any adjustments in your G/L structure this may be an ideal time to consider that. Please consult with your Accountant about this if you think adjustments should be made.
4. Be sure to have at least a minimal set of Categories and related Statuses set up in Tradepoint before you Import your data so that a destination with data preferences can be assigned instead of assigning the Category/Status manually to each file entry. 

To Import your General Ledger from Quickbooks follow the steps outlined below.

1. Prepare your IIF file from within Quickbooks and save it in an easily accessible location on your computer.
2. From within Tradepoint click on the Management Menu(The icon in the upper left hand corner of your screen) and choose the Import Data option.
3. Follow the prompts on the screens and choose your file type. in case of the Quickbooks example choose the IIF file option.
4. Follow the next few screens to find your file and specify the destination, including the Warehouse (which you will need to have setup ahead of time.
5. Check your data after the Import and make any necessary adjustments to your G/L structure using the edit tools in the Company Settings accessible from the Tools tab.