Access a comprehensive video library to learn about Practice Management Sync, step by step, in Unity® Accounting.
| This video library is a new resource, and we are working towards adding more videos weekly. Check back at a later time to see if more videos have been added. |
We recommend you watch the videos in order if you're new to Unity® Accounting. If you are an existing user, you can access the video instructions related to the topics you are interested in any order.
Practice Management Sync | |
| SUBJECT | LINK |
| Step 1: Entering GL Codes in Unity | Enter GL Codes |
| Step 2: Entering Explanation Listings | Enter Explanation Listings |
| Step 3: Setting Up Your Matter in Unity® & Unity® Accounting | Setting Up Matter |
| Step 4: Matching your Disbursements in the Statement of Account to your GL Accounts | Matching Disbursements to GL Accounts |
| Step 5: Entering Disbursement Codes into Unity® Accounting | Enter Disbursements Accounts |
| Step 6: Syncing Unity® with Unity® Accounting | Sync Unity® with Unity® Accounting |