Pemo default template step by step guide
From the drop-down list, select the “Other Accounting System” option.
To export data, you must enter a payment account and at least one Chart of Accounts record.
You can enter your Chart of Accounts in two ways:
Manually:
Pemo Power Tip: Whether you enter data manually or via import, ensure it exactly matches your accounting system. Any discrepancies will result in errors during export
CSV Import: To import via CSV, follow these steps:
Download the CSV template provided by Pemo.
Copy your data into the Pemo template and confirm the import.
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