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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:

  1. On the ribbon, click Engagement | Import | Accounting Software.... The Import - Account Software dialog displays.
  2. 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.
  3. In the Import Path field, browse for and select the accounting software file that you want to import.
  4. In the Import Components group, select either Trial Balance (Opening Entries) or General Ledger Detail to specify the data to import.
  5. If applicable, select Import Client Information to copy client information into the Engagement Properties of your Working Papers file.
  6. 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:

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