Integrate with ONESOURCE Tax Provision for accounting firms
Currently, integrations with ONESOURCE Tax Provision isn't supported for accounting firms. However, there's a workaround.
- Download a .csv file from theConsolidatedtab of the master trial balance in General Ledger Manager.
- Rearrange the columns in the file to match 1 of the following orders:
- Unit Code, Account Code, Beginning Balance, Ending Balance
- Unit Code, Flex 1, Flex 2, Account Code, Beginning Balance, Ending Balance
- Manually bridge the import into ONESOURCE Tax Provision.