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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.

  1. Open Working Papers or select File | New.
  2. 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
  3. 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.
  4. Select the template and click Create file or Create and import data.

Your file has been created from a template.

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