Importing from IRIS Accounts Production
Requirements
- Install at least one of the following:
- SQL Server 2005,
- SQL Server 2005 Express Edition,
- SQL Server Version 2000, or
- Microsoft SQL Server Desktop Engine (MSDE).
Note: The version of SQL server required depends on the version of IRIS Accounts Production that was used to create the database file. The SQL instance must be installed locally on the machine performing the import.For more information, please see Imports and SQL server.
- Set up access to IRIS data on a remote SQL server >>How Do I?
- CaseWare Working Papers requires your database backup to be in .bak file format. >>How Do I?
The required files include:
| File name |
|---|
| IRIS.mdf |
| IRIS_log.ldf |
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 IRIS Accounts Production and in the Version field, select the default version 8.8.5/10.2.0/10.4/10.6/10.9.
Note: Click here to see all accounting software supported versions.
-
In the Import Path field, type or select the exact path where the IRIS file resides or use Browse to locate the file manually.
Note: If you have IRIS installed on your computer, leave the Import Path field blank.
-
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.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
