Import the client's data

If you're preparing financial statements as part of your engagement, you need to import your client's trial balance data and transactional data.

OnPoint Audit allows you to import trial balance and transactions data from a variety of sources:

• Import from online accounting software

• Import from a desktop accounting software using the Cloud Import Utility

• Import trial balance from an engagement

• Import from Working Papers

• Import trial balance from CSV or Excel file

• Import transactions from CSV or Excel file

  Note: You must import the client's trial balance data before you import transactions.