-- How Do I? --
Importing from Pegasus Capital
Requirements
| File | Containing... |
|---|---|
| SYSTEM.DBF | Profile information |
| NLNAME.DBF | Trial Balance |
| NLTRAN.DBF | General ledger detail (Required only if selecting General Ledger Detail under Import Components) |
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 Pegasus Capital and in the Version field, select the default version 1.1.00.
-
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.
- Complete the remaining import options:
- Prior Year Data - Select this check box to import prior year balances into Working Papers. Any existing prior year data will be overwritten. To leave existing prior year balances untouched, leave the check box empty.
- Budget Data - Select this option to import budget balances into the Working Papers file.
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
