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Importing from Accounting Software
The Import option is the fastest method to transfer your client’s data into a Working Papers file. You can import general ledger details or trial balance information from a variety of popular accounting software packages.
To import data from an accounting software package:
- From the Engagement tab, in the Data group, click Import | Accounting Software.
- In the Import From drop-down menu, select the accounting software you want to import from.
Notes:
- To speed up your import, it is recommended that you copy the client data file to your computer's hard drive.
- If you are using SmartSync and working in an offline synchronized copy of a file, your status will be brought to Online so you can perform the import. This is automatic.
- The following accounting software must be installed on your computer before you can import from them:
- MYOB AccountRight Live (2013+)
- QuickBooks (Canada, QuickBooks Export Utility required)
- 1C Enterprise (Russia)
- Sage 50 Accounting (Canada) or Sage 50 Connection Manager
- Tally Accounting (India)
- ProSystem fx Engagement