Retrieve general ledge balances from third-party accounting applications

You can use tax codes to import general ledger or engagement balances into UltraTax CS from other applications. The following stops are for third-party applications.
important
You can retrieve balances from the following third-party applications:
  • CaseWare Working Papers.
  • Dillner's FCAS.
  • Universal Business Computing Company.
  • Client Ledger System.
  • ProSystem fx Engagement.
  • Accountant's Relief.
  • Accounting for Practitioners.
  1. Select
    Utilities
    ,
    Third Party
    , then
    [
    Application Name
    ] (Import)
    .
  2. If no clients appear in the list, select
    Change Location
    and choose the directory of your data.
    note
    Only clients that are the same entity type as the UltraTax CS client are shown.
  3. Select the client whose balances you want to transfer, then
    Import
    .
  4. When the transfer is finished, select
    Done
    .

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