Just these help pages, not phone support or the product itself
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As part of the client configuration process, a source of financial data for the client must be selected. The financial data source records the location of the client’s company file on your system. The client’s general ledger data is imported from this file. When the client sends through a new company file, it is this file on your system that is updated and replaced.
A warning message is displayed on the Client Accounting > Trial Balance(or Workpapers)tab if a financial data source is not configured for the client. Click Edit Configuration Details on the Tasks bar or click the Configure a financial data source hyperlink to configure the client’s financial data source.