Import Accounts into a General Ledger Budget
To add accounts to a budget, you can import accounts from other budgets, the Income Statement, or the Balance Sheet.
Prerequisite: Open a General Ledger budget.
To import accounts into a General Ledger Budget, complete the following steps:
- On the toolbar of the General Ledger Budgeting form, click .
- On the Setup Budget Accounts dialog box, select the source of the accounts (another budget, the Income Statement, or the Balance Sheet).
- Select the accounts.
- If accounts are specified on the budget and you want to replace any duplicate account numbers/names when importing, click Replace matching account numbers when importing. You cannot have duplicate account numbers in a budget. If you do not select this option and Vision detects duplicates, the original account numbers or names are retained.
- Click OK.
Postrequisite: When you import accounts, Vision does not automatically import the amounts currently on file for the accounts. You must complete the procedure in
Copy Amounts to the Current Budget.