Getting Started
Start with these resources to begin using SoftLedger's accounting software.
By Geoff and 1 other2 authors13 articles
- Manage Data in TablesCustomize data table views for best use and efficiency with managing your data
- System Date PickerUse the convenience of the set System Date for controlling reports and new transaction creation with ease
- Bulk 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 entity
- How Ledger Accounts work with LocationsInstruction on how Ledger Account controls can be set per Location access
- Beginning 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 Templates
- SoftLedger Implementation GuidelineMilestone by milestone guidance to set up your SoftLedger system
- Table Export GuideDetails on how to export data tables from the user interface
- Recurring 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 Implementation
- Migrating from QuickBooks to SoftLedgerMigrate from QuickBooks to SoftLedger
- Migrating from Xero to SoftLedgerMigrate from Xero to SoftLedger