You are here: Help Topics > Engagement Management > File Preparation > ATX Client Accounting Office

Importing from ATX Client Accounting Office

Requirements

Prerequisites

If Protection is activated, the File permission "Import" is required to perform this operation.

Procedure

Open the client file in which you want to import.
On the Engagement tab, in the Data group, click Import | Accounting Software.
In the Import From field, select ATX Client Accounting Office and in the Version field, select the default All.

Note: Click here to see all accounting software supported versions.
In the Import Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
Under Import Components, choose to import either:
- The Trial Balance (Opening Entries) or,
- The General Ledger Detail.
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
In the ATX - CAO Exported Text File (*.txt) drop-down, select the ATX Client Accounting Office file to be imported.
To import prior year balances into Working Papers, select the Prior Year Data check box. If selected, any existing prior year data will be overwritten. If left blank, prior year data will not be imported.
Click OK to begin importing.

Results

Accounting data is imported into the client file.