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Importing from Accounting Software

The Import option is the fastest method to transfer your client’s data into a Working Papers file. You can import general ledger details or trial balance information from a variety of popular accounting software packages.

To import data from an accounting software package:

  1. From the Engagement tab, in the Data group, click Import | Accounting Software.
  2. In the Import From drop-down menu, select the accounting software you want to import from.


  • To speed up your import, it is recommended that you copy the client data file to your computer's hard drive.
  • If you are using SmartSync and working in an offline synchronized copy of a file, your status will be brought to Online so you can perform the import. This is automatic.
  • The following accounting software must be installed on your computer before you can import from them:

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