Migrating Deposits (including receipts)

1. Select the ledger to migrate transactions from.
2. Specify the From Date and To Date range. Note: If no From Date is specified then all deposits through the To Date are migrated.
3. Select the record type of Deposits and click Next.
4. Review the transactions that will be migrated to the general ledger and click Next.
5. Run the “Post Details Report” as a reference for the data that you are migrating and click Next.
6. Review the summary for what will be migrated. Click “Migrate Deposits” to create the records. Note: This summary includes a list of all Journal Entries that will be created. Journal entries are created with a name “Migrated Unearned/Deferred [ledger migrated from]” Note: Receipts that are voided will result in journal entries for the unearned void as well.
7. If there are no journal entries created, you are taken to the deposits list with all the new deposits preselected. If there are both deposits and journal entries, there will be two links: One link takes you to the deposits list with all the new deposits preselected. The other link takes you to the journal entries list with all the new journal entries preselected. Note: Both links open in a new tab.

Schedule Demo

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