All CollectionsGetting started with SoftLedgerGetting StartedGetting StartedStart with these resources to begin using SoftLedger's accounting software. By Geoff and 1 other2 authors·13 articlesManage Data in TablesCustomize data table views for best use and efficiency with managing your dataSystem Date PickerUse the convenience of the set System Date for controlling reports and new transaction creation with easeBulk UploadsSoftLedger has the ability to bulk upload objects (e.g. Journal Entries, Invoices, etc.) from csv/excel files to facilitate data creation.System Location PickerControl multi-entity reporting and new transaction creation with a convenient picker for each location entityHow Ledger Accounts work with LocationsInstruction on how Ledger Account controls can be set per Location accessBeginning Balances and Historical Data UploadAs a new customer, you likely need to bring in your beginning balances or historical years of activity from another system or other source to start off using SoftLedger.Dimension UploadUpload objects in to SoftLedger rather than creating them one by one through the use of SoftLedger Dimension Upload TemplatesSoftLedger Implementation GuidelineMilestone by milestone guidance to set up your SoftLedger systemTable Export GuideDetails on how to export data tables from the user interfaceRecurring Documents: Invoices, Bills, JournalsThis feature allows users to create recurring journals, bills, and invoices based on a schedule and template.How to convert QuickBooks (QBO) Journals to SoftLedger JournalsConvert transactions from QBO to SoftLedger in ImplementationMigrating from QuickBooks to SoftLedgerMigrate from QuickBooks to SoftLedgerMigrating from Xero to SoftLedgerMigrate from Xero to SoftLedger