VisionCore
Home Search Support Forum Knowledge Base Print

Account Templates

The Account Templates form can be opened from the Accounting menu > select Segment Accounts > click Import button.  When the Import Primary Accounts opens, click  the Template button and the Account Templates form will be opened. This form is used to create a new account template, export account template and even import account template.  This can be very helpful of you are creating another company and you would want the same set of accounts, saving you time from adding it all over again.

 

See How Account Templates work  to guide you on how to create, import or export account templates.