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Importing from Blue Link Solutions

Working Papers can import the trial balance and full general ledger detail or the trial balance with opening entries from Blue Link Solutions.

Requirements

File	Containing...
filename.txt	Trial balance (Opening entries) Full general ledger detail

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 Blue Link Solutions and in the Version field, select the default version 8.6 and later.

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 Blue Link Exported Text File (*.txt) field, select the Blue Link file to be imported.
Click OK to begin importing.

Results

Accounting data is imported into the client file.