You are here: Help Topics > Engagement Management > File Preparation > FAST!
-- How Do I? --

Importing from FAST!

File Containing...
ACCTFILE.DBF Trial balance
CLIENT.DBF Profile information
  • If Protection is activated, the File permission "Import" is required to perform this operation.
  1. Open the client file in which you want to import.

  2. From the Engagement tab, select Import | Working Paper Software.

  3. In the Convert From field, select FAST! and in the Version field, select the version of FAST! you want to import.

    Note: Click here to see all Working Paper Software supported versions.

  4. In the Convert Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.

  5. To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.

  6. From the Tax Entity drop-down, select the appropriate tax entity for the client file.
  7. Click OK to begin importing.

The information from the FAST! files will be imported into the Working Papers client file.

Related Topics