-- How Do I? --
Importing From Palladium Accounting
Requirements
- Microsoft Windows SQL Server 2008R2 Express or above and SQL Server 2005 backward compatibility component installed locally on the machine performing the import
- The required Palladium Accounting file is filename.palbk, obtained by launching Palladium Accounting, and performing a whole data back-up operation (see Palladium Accounting 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.
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In the Import From field, select Palladium Accounting and in the Version field, select the version that you would like to import from.
Note: Click here to see all accounting software supported versions.
- Under Import Components, choose to import either: The Trial Balance (Opening Entries) or,The General Ledger Detail.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
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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.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
