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New!Importing from Sage One Accounting

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 Sage One Accounting.
In the Version field, select the default version All versions.

Note: Click here to see all accounting software supported versions.
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
Enter your user name, password, and Company ID into the appropriate fields. Click Find company to choose a company.
Select the fiscal year from the drop-down list.
Select Import prior year if you want to import prior year data.
Click OK to begin importing.

Results

Accounting data is imported into the client file.