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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.
  1. Download a .csv file from the
    Consolidated
    tab of the master trial balance in General Ledger Manager.
  2. 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
  3. Manually bridge the import into ONESOURCE Tax Provision.

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