Solution home Setting up Quick Consols

Setup Part 1 - Basic building blocks

Step by step on how to set up Quick Consols up to point of aggregation. Consolidation setup is covered in Part 2.

Step 1: Welcome video and navigation
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following video w...
Wed, 10 Jan, 2024 at 1:53 PM
Step 2: Checking your settings
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following two vid...
Wed, 10 Jan, 2024 at 2:16 PM
Step 3: Your company organogram and building out your group
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following video w...
Wed, 10 Jan, 2024 at 2:47 PM
Step 4: Setting up each company's settings
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following video w...
Fri, 3 Mar, 2023 at 4:41 PM
Step 5: Defining your rollup structures (editing, adding, deleting, renaming, reordering)
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following videos ...
Mon, 6 Mar, 2023 at 9:35 AM
Step 6: Uploading and managing each company's chart of accounts (adding, removing and editing your accounts)
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following video w...
Mon, 6 Mar, 2023 at 10:46 AM
Step 7: Mapping your general ledger accounts
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following video w...
Mon, 6 Mar, 2023 at 10:02 AM
Step 8: Automapping
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following video w...
Mon, 6 Mar, 2023 at 10:18 AM
Step 9: Updating exchange rates
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following videos ...
Mon, 6 Mar, 2023 at 10:44 AM
Step 10: Uploading trial balances
Follow these steps to get your Quick Consols account up and running. It is imperative that you follow these steps chronologically. The following video w...
Mon, 6 Mar, 2023 at 10:46 AM