Map trial balance account information

If there are differences present between your existing accounts and those that are imported from a spreadsheet, you can choose to map imported accounts—via the spreadsheet import—to existing accounts.

  1. After you select and define your data in the import process, you can click the Map Accounts switch at the bottom of the Define Data step enable mapping.

    Note: When you choose to map accounts by clicking the Map Accounts switch, Step 3 and 4 appear in the Import screen.

  2. Click Next to select your mapping method.
    • Create new mapping for accounts. This option is enabled by default.
    • Use existing mapping for accounts. This option is disabled until a mapping has been saved successfully. After the a mapping is saved for the first time, the application makes this option default and provides a Last used mapping for this client option.
  3. Click Next to map accounts.
  4. Use step 4 in the import process to map accounts to existing Onvio accounts.
  5. Choose one of the following save options.
    • Save as Client Mapping for reuse in this client only
    • Save as New Firm Mapping for reuse in other clients (Firm Admin)
    • Do not save mapping
  6. Click the Finish Import button to complete the import process.