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-- How Do I? --
Creating a Client File from a Template
You can create a new file from a template and import documents from other data sources including QuickBooks, Working Papers, or other accounting software packages.
- Open Working Papers or select File | New.
- In the New File Name field, type the name of the new file. File names can be one to 100 characters long and can include spaces
- The in folder field displays the folder in which the new file will be located. To change this folder, click the drop down to select a different location.
- Select the template and click Create file or Create and import data.
Your file has been created from a template.