-- How Do I? --
Importing from Microsoft Small Business Accounting
Requirements
- Microsoft Windows SQL Server installed locally on the machine performing the import (for more information, see Imports and SQL Server).
- The only required Microsoft Small Business Accounting file is a .zip backup file created by MS_SBA obtained by doing a whole data back-up operation. For details on how to perform a data backup, see Microsoft Small Business Accounting's online help.
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
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Open the client file in which you want to import.
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On the Engagement tab, in the Data group, click Import | Accounting Software.
- In the Import From field, select MS Small Business Accounting and in the Version field, select the default version 2006.
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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.
The General Ledger Detail will be imported.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- From the Backup file (*.zip) drop-down list, select the file to import.
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Connect to the SQL Server used with the accounting software that you are importing from. If you don't have this information, contact your database administrator.
- Server - The name of the SQL Database server.
- User/Password - The login and password used for the server.
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
