Import account groupings from ProSystem fx Engagement to AdvanceFlow

Sometimes account groupings don't convert from ProSystem fx Engagement to AdvanceFlow. Use the steps here to set up and assign account groupings instead of redoing the conversion.
  1. In AdvanceFlow, export the Trial Balance to Microsoft Excel.
  2. Open the export file and add columns for the accounting grouping codes and subcodes.
  3. Assign the correct codes to the accounts.
  4. Save your changes.
  5. In AdvanceFlow, set up the new account grouping including the codes and subcodes in the spreadsheet.
  6. Import the spreadsheet into AdvanceFlow.