Be aware that the imported information may not line up exactly with the Engagement Properties in Working Papers. Note: During the import you will be asked whether to update the current engagement properties or not. This information will be displayed in the Engagement Properties dialog.Ĭomplete the remaining fields of the dialog. To import client information, click Import Client Information. The Trial Balance (Opening Entries) or,.Under Import Components, choose to import either: In the Import Path, type or select the exact path where the QuickBooks file resides or use Browse to locate the file manually. In the Version field, select the version that you want to import. On the Engagement tab, in the Data group, click Import | Accounting Software.įrom the Import From drop-down, select QuickBooks. In QuickBooks, open the client file you want to import. If Protection is activated, the File permission 'Import' is required to perform this operation. Importing from QuickBooks versions below 2006 (US) or 2008 (Can/AUS/UK) but above 6.0Ī saved QuickBooks file in. The import method for older versions of QuickBooks depends on the specific year or version number.įor a complete list of all supported QuickBooks versions, see Supported Accounting Software. Importing From QuickBooks (Older Versions)
