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Is it better to load the chart of accounts during the Initial Client Setup process, or later using the Import Account function?

April 26, 2017accounts chart client import initial later load process Setup

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Is it better to load the chart of accounts during the Initial Client Setup process, or later using the Import Account function?

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It is a matter of preference when you upload the chart of accounts. You can either upload the chart of accounts during the Initial Client Setup process, or you can upload them at a later stage by using the import accounts function.