-- How Do I? --
Importing from Platinum version 3.0
This topic contains information relevant to importing from Platinum version 3.0 into Working Papers. If you are importing from version 5.01 and later, refer to Importing from Platinum version 5.01 and later.
Requirements
| File | Containing... |
|---|---|
| GLCHART.001 | Chart of accounts |
| GLONE | Profile information |
| GLYRXX | Budget and prior figures |
| GLTRAN | General ledger detail (Required only if selecting General Ledger Detail under Import Components) |
Where...
- XX represents the year for the Platinum import.
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 Platinum and in the Versionfield, select version 3.0.
-
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.
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
