Retrieve general ledge balances from third-party accounting applications

You can use tax codes to import general ledger or engagement balances into UltraTax CS from other applications. The following stops are for third-party applications.
  1. Select
    Utilities
    ,
    Third Party
    , then
    [
    Application Name
    ] (Import)
    .
  2. If no clients appear in the list, select
    Change Location
    and choose the directory of your data.
  3. Select the client whose balances you want to transfer, then
    Import
    .
  4. When the transfer is finished, select
    Done
    .
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