Account balance export to ProSeries

Fields and buttons

Client name:
Select a client from the dropdown in the
Client name
field or to export data for multiple clients at the same time, mark the
Perform batch export of client data
checkbox.
Export to program:
Select
ProSeries
.
File Location:
Enter the path or go to the client data file. (The default data file location for each export type can be defined in the Export Data tab of the
Setup
>
File Locations
window.)
Tax Year:
Select the tax year for which to export client data.
Include prior-year balances:
Mark this checkbox to export the client's prior year's ending balances for balance sheet accounts.

Search and Filter:
Use these fields to filter the list of clients in the Clients grid.
Clients grid:
Mark the checkbox for each client to include in the export file. (The application creates a single export file for each selected client.)