Importing from Ufsoft version 8.2/8.5
This topic contains information about importing files from Ufsoft version 8.2/8.5 into CaseWare Working Papers. If you are importing from Version 8.11, see Importing from Ufsoft version 8.11.
Requirements
- Microsoft Windows SQL Server installed locally on the machine performing the import (if you do not have the Ufsoft application installed or have access to its database).
| File |
|---|
| Ufdata.bak |
The file must have this name or the import will fail. You can obtain this file by launching Ufsoft 8.2/8.5 and performing a whole data back-up operation. For details on how to perform a data backup, see Ufsoft's online help.
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 Ufsoft and in the Version field, select version 8.2/8.5.
Note: Click here to see all accounting software supported versions.
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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.
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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.
- To import period balances, select the Period Balances check box.
- In the UfSoft Client ID field, enter the client ID.
-
Connect to the SQL Server used with the accounting software that you are importing from. If you don't have this information, contact your database administrator.
- Server - The name of the SQL Database server.
- User/Password - The login and password used for the server.
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
