-- How Do I? --
New!Importing from Sage One Accounting
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
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Open the client file in which you want to import.
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On the Engagement tab, in the Data group, click Import | Accounting Software.
- In the Import From field, select Sage One Accounting.
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In the Version field, select the default version All versions.
Note: Click here to see all accounting software supported versions.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
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Enter your user name, password, and Company ID into the appropriate fields. Click Find company to choose a company.
- Select the fiscal year from the drop-down list.
- Select Import prior year if you want to import prior year data.
- Click OK to begin importing.
Results
Accounting data is imported into the client file.