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Import data from third-party accounting applications
Before importing data, you'll need to have:
- Entered tax codes into the application from which you're exporting data.noteYou can import from Dillner's FCAS, Client Ledger System, CaseWare Working Papers, Accountant's Relief, Accounting for Practitioners, Universal Business Computing Company, and Prosystem fx Engagement
- Completed the export task in that application.
- Open or add the client into whose record you want to import data.noteEach import utility imports data for only certain entity types.
- Dillner's FCAS (1040, 1120, 1065, 990).
- Client Ledger System (1120 and 1065).
- CaseWare Working Papers (1120, 1065, 990).
- Accountant's Relief (1040, 1120, 1065).
- Universal Business Computing Company (1040, 1120, 1065).
- Accounting for Practitioners (1040, 1120, 1065).
- Prosystem fx Engagement (1040, 1120, 1065, 990).
- To open the import window, selectImportfor the application you'll import from.noteImport commands for the following applications are available only if you have a valid application license: Client Ledger System and CaseWare Working Papers.Import is also available only after you have:
- Opened or added the UltraTax CS client that will receive the imported data.
- Specified the path for data (by going toSetup,User Preferences,File Locations,Otherand usingModify Location.
After you've specified the data location, you can select the application by going toUtilities, thenThird Party. - If the location isn't the drive and/or path from which you want to import client data, selectChange Locationto specify the correct path.
- Select the client whose data you want to import into the open UltraTax CS client.noteUltraTax CS only shows clients of the same entity type as the open UltraTax CS client.
- SelectImport.