How to use the opening import function of Lemon Cloud Financial Software-Lemon Cloud Financial Software Tutorial

How to use the opening import function of Lemon Cloud Financial Software? Some friends may not know it yet, so today I will share with you how to use the opening import function of Lemon Cloud Financial Software. Friends in need can take a look. I hope it can help everyone.

1) Open and log in to Lemon Cloud Financial Software, and select "Beginning of Period" in "Settings" in the main menu.

2) If there is an account with auxiliary accounting set up, first click the "+" behind the account to add specific accounting items.

3) Click "Import" and select "Download Template".

4) Open "Initial Import Template" to edit the template. If there is a "Protected View" prompt, click "Enable Editing" to edit the template.

① When entering data, only fill in the most detailed account data.

② If the account has auxiliary accounting set up, the data filled in the account that displays the name of the accounting item is valid.

③If the account is set up for foreign currency accounting, switch the currency at the bottom left of the form, and then fill in the data.

5) After filling in the data, save the file. Click "Select File" in the system, select the corresponding file, and click "Upload" to import the opening data in the template into the system.

The above is the method of using the initial import function of Lemon Cloud financial software shared by the editor. Friends who don’t know how to do it can come and learn.