Please click here to watch the video guide
Location: Accounts Production > Tasks > Trial Balance > Mode of Import: FreeAgent
Help/Guide:
Once in Accounts production, navigate to a client workspace. Once there, head to Tasks > Trial Balance and click the + icon to create a new Trial Balance.
Next, enter a description, choose between Annual/Management, choose the Accounting Period and tick FreeAgent for the mode of import. Once you click 'create' you will be redirected to FreeAgent, where you will need to enter your credentials and select a company to import from.
The final step is to map the entries to Capium's Chart of Accounts. If a particular code isn't available in Capium, use the '+Add Account' option to create a new account.
