Import from Working Paper Software

You can import client data from a variety of popular working paper software packages. For a list of supported working paper software packages and versions, see the Software import index.

See the following topics for more detailed import instructions on some common working paper software packages:

Prerequisites:

Select your working paper software package and complete the following prerequisites:

To import data from a working paper software package:

  1. On the ribbon, click Engagement | Import | Working Paper Software. The Import - Working Paper Software dialog displays.
  2. In the Convert From drop-down menu, select your working paper software package. In the Version drop-down menu, select the version of your working paper software package.
  3. In the Convert Path field, browse for and select the working paper software file that you want to import.
  4. If applicable, select Import Client Information to copy client information into the Engagement Properties of your Working Papers file.
  5. 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.