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Can I import a trial balance from the bookkeeping APIs for a period longer or shorter than a year?

Article ID: 2802
Last updated: 12 Oct, 2020

Currently, the function to read information from third party APIs for Xero, FreeAgent and QuickBooks online only records a client’s financial year end date so it is only possible to obtain a trial balance for a full financial year. 

Where a period exists, we suggest preparing a CSV file with the appropriate data from the third party for the periods in question and importing the CSV via our Import Trial Balance wizard. More information on how to import a trial balance can be found by clicking on the link for How do I import a Trial Balance?

Article ID: 2802
Last updated: 12 Oct, 2020
Revision: 2
Views: 447
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Also read
item How do I import a Trial Balance using a CSV?

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folder Accounts Production -> General Use

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