-- How Do I? --
Exporting to BankLink
Prerequisite
- Before attempting to export data, you must enter the relevant codes in the Tax Code column in the Tax tab in the Working Trial Balance.
-
After a year-end close, you should review the tax codes assigned for any now obsolete tax codes, so that they can be reassigned to active tax codes instead.
Procedure
- From the Engagement ribbon, click Export | BankLink. A Save As dialog will appear.
- Navigate to the location where you would like to save the export file.
-
In the File name field, enter a file name for the export.
The default file name is banklink.txt.
- Click Save.
Results
Data from the Working Papers client file will be exported and available in BankLink format.
