Import from accounting software
You can import client data from a variety of popular accounting software packages. For a list of supported accounting software packages and versions, see the Software import index.
See the following topics for more detailed import instructions on some common accounting software packages:
Prerequisites:
Select your accounting software package and complete the following prerequisites:
To import data from an accounting software package:
- On the ribbon, click Engagement | Import | Accounting Software.... The Import - Account Software dialog displays.
- In the Import From drop-down menu, select your accounting software package. In the Version drop-down menu, select the version of your accounting software package.
- In the Import Path field, browse for and select the accounting software file that you want to import.
- In the Import Components group, select either Trial Balance (Opening Entries) or General Ledger Detail to specify the data to import.
- If applicable, select Import Client Information to copy client information into the Engagement Properties of your Working Papers file.
- Complete the remaining software specific fields. Click OK to complete the import.
The data is imported to your Working Papers file.
Notes:
- To speed up your import, it is recommended that you copy the client data file to your computer's local disk.
- If you are 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)
- Sage 50 Accounting (Canada) or Sage 50 Connection Manager
- Tally Accounting (India)
- ProSystem fx Engagement