Import the client's data
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To populate the trial balance, you need to import the financial data to your engagement file. For example, you can import data directly from an online accounting software package such as: QuickBooks online.
Here are the import options that are available at the Data page.
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Import from a desktop accounting software using the Cloud Import Utility
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Import transactions from CSV or Excel file
Note: You must import the client's trial balance data before you import transactions.