-- User --

Creating a new file from a client's QuickBooks file

  1. From the File menu, select New.

  2. In the Create New File dialog, select Create a new file from client data and click OK.

  3. In the Welcome screen, select Client Data File and click Next. The Locate Client Data File screen opens.

  4. In the Files of type drop-down, select QuickBooks.

  5. Browse to locate the client's QuickBooks file (either a .qbw or .qba file).

  6. Select the file and click Next.

    Note: If you select a QuickBooks 2006/2007 US file, you will need to use QuickBooks to make an Online Edition Copy.

  7. The Client Data File Import screen appears. If the file you have selected contains data for multiple years, select the year to import from the drop-down menu and click Next.

When the New File Details screen opens,

  1. Accept the new file name displayed or enter a new one. The maximum length for a client file name is 100 characters, including spaces but excluding any extension. The total file path + file name + extension (.ac) maximum length is 254 characters.

  2. In the Location field, a default location is entered where the file will be saved. To select another directory, click Browse and navigate to it.

  3. Select the icon for the file you wish to base your file on. If you select:

    • a template, all of the components of the selected file (for example, layout, documents, mapping and grouping structures) are copied to the new file.

    • an existing file to base your file on, browse to the location of the file, highlight it and click OK.


    • If you use an existing file, and you are creating a file from exported client data, the data imported from the accounting package is appended to the data in the existing file. The data in the existing file is not overwritten. To prevent this from happening, choose an existing file with no accounts and balances in it.

  4. Click Finish.

The selected file is imported directly into Working Papers.