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: