Back Adding Bank Account Information Step     Action   1.      Select {Settings} and then select {Financial} under Accounting.   2. Complete fields under Banking. Field Descriptio...

Back Adding Financial Configuration Step     Action   1.      Select {Settings} and then select {Financial} under Accounting.   2.      Select {Configuration} on the right-hand side of sc...

Back Adding Deposit Types Step     Action   1.      Select {Settings} and then select {Financial} under Accounting.   2.       Select {Deposit Types} on the right-hand side of screen to a...

Back Adding Payment Types Step     Action   1.       Select {Settings} and then select {Financial} under Accounting.   2.       Select {Payment Types} on the right-hand side of screen to ...

Back Adding Payment Terms Step     Action   1.       Select {Settings} and then select {Financial} under Accounting.   2.       Select {Payment Terms} on the right-hand side of screen to a...

Back Tax Information Adding Tax Information Step     Action   1.       Select {Settings} and then select {Financial} under Accounting.   2.       Select {Taxes } on the right-hand side...

Back Notes: Column header names must follow the exact same naming scheme as provided or the import upload will fail.  Blank rows are considered empty and skipped by the importer.  It is ...