-- How Do I? --
Importing from PwC SIF
Requirements
| File | Containing... |
|---|---|
| filename.xxx | Trial Balance information |
| filename.xxx | Cash Flow information |
You can import either one or both of these files. There is no set format for the file name and extension for these files.
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 PwC SIF and in the Version field, select the default version 1.0.
The Trial Balance will be imported.
-
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
