Personal, Business, and Trust Tax Support

Error: cannot import client accounts data from Accounts Production to Personal Tax

Scenario

You may find that you're unable to import client accounts data from Accounts Production to Personal, Business and Trust Tax.

Solution: if the Integration button is red or grey in Accounts Production Advanced

  1. Close the client.
  2. Select the
    Integration
     button, then
    Share Clients
    .
  3. Mark the checkbox next to the client, then select
    OK
    .
  4. Follow the steps of the Share Clients wizard.
  5. If the Resolve Potential Matches dialog is shown, mark the appropriate checkboxes to match clients, then select
    OK
    .
  6. Select
    Close.
When you next open the client in Accounts Production Advanced, the
Integration
 button should be green.

Solution 2: if the Integration button is red or grey in Personal, Business and Trust Tax

  1. Close all clients.
  2. Select
    File
    , then
    Share clients
    .

Solution 3: if the Integration button is green but the import failed

  1. Open the client in Accounts Production Advanced.
  2. On the
    Summary
     tab, make a note of the Start Date and End Date of the Accounting Periods.
  3. Open the client in Personal, Business and Trust Tax.
  4. In the Information Explorer pane, expand the folders to view the contents of the Accounts folder.
  5. Check that the accounting period dates match those you noted in Accounts Production Advanced.

Solution 4: Deal with duplicate clients in Practice Management

  1. Open the client in Accounts Production Advanced.
  2. Under the Client Details heading, select the
    General
     link.
  3. Select
    Edit
    .
    note
    The linked client record is shown in Practice Management.
  4. Make a note of the
    Client code
    , then select
    Save and Close
    .
  5. Open the client in Personal, Business and Trust Tax.
  6. In the Client Summary section, select the
    Client Details
     link.
  7. Select
    Edit
    .
    note
    The linked client record is shown in Practice Management.
  8. Check that the client code is the same as the one you noted in step 4.
  9. Take the following steps if you find more than one record in Practice Management for the same client:
    1. Open Practice Management.
    2. Right-click on one of the duplicate records for the client and select
      Delete
       from the context menu.
    3. Open Accounts Production Advanced.
    4. Select the
      Integration
       button, then
      Share Clients
      .
    5. Follow the steps of the Share Clients wizard.
    6. In the Resolve Potential Matches dialog, mark the appropriate checkboxes to match the client details (do not create a new client).

Solution 5: check Integration has links correctly to the sole trade and proprietor

For sole trade clients, the Accounts Production Advanced record should link to the sole trade in Practice Management while the Personal, Business and Trust Tax record should link to the proprietor. You can check this by carrying out the following steps.
  1. Open the sole trade in Accounts Production Advanced.
  2. Select the
    General
     link.
  3. Select
    Edit
    .
    note
    The linked client record is shown in Practice Management.
  4. Select the proprietor's name link.
  5. Check the
    Code
     in the proprietor's details to verify this client record is the same as the record linked to from Personal, Business and Trust Tax.

This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Integration