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Importing balances for previous years

If you have already migrated a ledger and want to bring in data from previous years (up to four years of data), use the Import Prior Year Balances option on the TASKS bar.

How to import prior year balances

  1. Open the client’s Client Accounting > Trial Balance (Workpapers) tab.

  2. Click Import Prior Year Balances on the Tasks bar.

  3. The Select Ledger window opens.

  4. Select the type of general ledger you’re migrating from the Product field.

  5. Under Data connection details, browse for the file containing the data to import.

  6. Click OK. Balances from the previous four years are imported and an Import Successful message displays.

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