🔎Using the Pemo Universal Template

  1. From the drop-down list, select the “Other Accounting System” option.

  1. To export data, you must enter a payment account and at least one Chart of Accounts record.

  1. 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:

  1. Download the CSV template provided by Pemo.

  1. Copy your data into the Pemo template and confirm the import.

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