Company onboarding
The first-run path for a company: chart, opening balances, banks, and people, in an order that avoids rework.
How-toFor Firm staff, Bookkeepers
What onboarding covers
Company Onboarding walks the same order as Your first week: the legal entity, the chart, opening balances, bank accounts, then people. Skipping ahead is how opening balances disagree with the subledgers.
Common questions
Yes — that is the import path. Prove the trial balance tied out before you start posting new activity in myBBS.
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