2022
Log into SalesForce, go to AppExchange Object and type AccountingBook in the search tab and Enter. A new page gets opened
Click on the AccountingBook icon that takes you to a new page where you find the Overview of AccountingBook. You also find different tabs like Details, Overview, Reviews and Provider information in this page.
Once you click on Get It Now button a new page gets opened and you have two options to get AccountingBook installed in your organization.
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Now, the AccountingBook package is ready for your use.
Don't forget to leave feedback and review on this Tab.
Provider tab give you the contact details of the Avanika LLC and the and other products available from Avankia LLC.
Once the GL Accounts are imported to SandBox or the SalesForce, you are supposed to add the default accounts to the GL Default Setup. To do this, in the home page click on the Admin/Get Started object.
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Once you have Setup the defaults, click on the Save GL Defaults button.
Note: If the Account Name/s is not reflected in the dropdown list, the reason might be that the spelling of the Account is incorrect. While importing the GL Accounts through the Data Loader if the defaults accounts are spelled correctly then those accounts are to be automatically reflected in the dropdown menu, else you need to manually rename the Account names. The spelling of the default accounts is underlined for your reference. |
To edit the Account Type, if it is incorrectly spelt click on the Setup Link in the Home Page.
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You have learnt how to create default accounts and edit the account type now.
What does remote site setting do? |
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