Accounting Setup Improvements

Accounting Setup Improvements

April 14, 2021

Patriot has improved the accounting onboarding experience for new accounting customers by adding an option to import their own CSV file or previous provider’s trial balance report. We’ve made sure that it is easy to do, too, by taking the time to incorporate features like adding accounts on-the-fly, mapping accounts and columns to match what’s in Patriot, and editing the beginning balance date. We’ve also sharpened the look of our import customer and import vendor pages … just because we love beautiful software!

To learn more, check out our help article, How to Import Trial Balances.