Skip to main content
Guided Assurance
Search
Search Engagement Manager Support Help and Support.

This article applies to:

  • Product: Engagement Manager
  • Subject: Engagements,Integration

Transfer engagement data from Guided Assurance

You can use the following steps to transfer engagement data from Guided Assurance into Engagement Manager.

Create a transfer file in Guided Assurance

  1. Open a Guided Assurance engagement.
  2. Select
    Properties
    , then select
    Guided Assurance properties
     from the dropdown menu.
    note
    This file consists of workpapers from Guided Assurance only.
  3. Select
    Create transfer file
     from the Guided Assurance Setup menu, then select
    Continue
    .
    note
    The transfer file is a copy of the Guided Assurance data which is retained in Guided Assurance.
  4. Enter a name for the transfer file.
  5. Select
    Download
     to create the file in your Downloads folder.
note
Creating a transfer file is only available for engagements that haven't been finalized in Engagement Manager.

Import the transfer file into Engagement Manager

  1. Add a new engagement with Guided Assurance as the source.
  2. Double-click the name of your new engagement to view it.
  3. On the
    Guided Assurance setup is pending
     message, select
    click here to begin
    .
  4. Sign in to Guided Assurance.
  5. On the
    Guided Assurance Setup
     window, select
    Import an existing engagement
    , then
    Continue
    .
  6. Choose
    Guided Assurance Transfer File
     from the
    Source
     dropdown list.
  7. Use
    Browse
     or drag and drop to select your transfer file.
  8. Select
    Next
     to complete Step 2 of the import.
  9. Select
    Refresh
     to view the Imported Documents folder.
note
The transfer folders and files are contained in one folder (Imported Documents).
The entire folder structure is retained from Guided Assurance when the transfer file is imported into Engagement Manager.
Workpaper-level signoffs are not imported from Guided Assurance.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close