Config Process > Pass 2 - The EZ Stuff

Pass 2 can be performed in under 5 minutes after you know what you are doing. and if you have the data in the "New File Config Survey" completed prior to starting this process.

During Pass 2, you will interact with the following Worksheets...

  1. Chart of Accounts

  2. ZIDs (if applicable)

  3. Statements

  4. Raw Txns (1 to 4)

  5. Journals (1 to 4)

  6. Income Statement

  7. Balance Sheet

  8. Config Worksheet
    (Loop now back to begginning of worksheets)

  9. NAV1

  10. Chart of Accounts (again)

19:12 - This video takes you through Pass 2 with education and commentary mixed in

5:20 - The entire process done at a faster speed with minor commentary

Sections Below:

  1. A Visual for Pass 2 > The EZ Stuff

  2. Written Instructions for Pass 2 > The EZ Stuff

1) A Visual For Pass 2 > The EZ Stuff

bk_configGuide_32_EZstuff_refTable

2) Written Instructions for Pass 2 > The EZ Stuff

bk_configGuide_32_EZStuff_Instructions_17p