-- How Do I? --
Importing from FAST/CPA
Requirements
| File | Containing... |
|---|---|
| CHART.xxx | Trial balance |
| CLIEN.xxx | Profile information |
Where...
- xxx represents the three-character file extension.
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 Convert From field, select FAST/CPA and in the Version field, select the default version 4.2.
Note: Click here to see all Working Paper Software supported versions.
-
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.
-
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- From the File Extension drop-down, select the file name extension of the FAST/CPA file (Bin, log, Msi, sdr, sys).
- Click OK to begin importing.
Results
The information from the FAST/CPA files will be imported into the Working Papers client file.
