Importing and exporting data > -Managing import and export records
Importing and Exporting—procedures
Import and export with AccountantLink
To export to AccountantLink
1
Make a backup of your company file.
2
Choose AccountantLink from the File menu; then choose Export to AccountantLink from the sub-menu. The Export File/Export to AccountantLink window appears.
3
If you want to export journal entries in addition to company and account information, be sure the Include Journal Entries in Export File box is marked. (Keep in mind, however, that exporting journal entries may take some time, and probably will create a very large export file.)
4
From the Dated to End Of list, choose the most recent month you want to include in the file. All journal entries from the first day of the fiscal year through the last day of the month you selected will be included in the text file.
5
When you're ready to create the AccountantLink export file, click the Export button.
6
A dialog box appears, allowing you to enter a name and location for the export file. Make entries in the dialog box, then click Save to begin creating the AccountantLink export file.
7
When the file has been created, you're ready to send the file to your accountant, who can then import it into AccountantLink.
To import from AccountantLink
Please note that this task requires single-user access. (See Preparing company files for multiple users)
8
Make a backup of your company file.
9
Choose AccountantLink from the File menu, then choose Import from AccountantLink from the sub-menu. A standard “Open” dialog box appears.
10
Use the Open dialog box to find the file your accountant has given you.
11
When you locate the file, highlight it and then click Open. The importing process begins immediately.
Related Topics
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Records that can be imported and exported
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File formats for importing and exporting
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Dealing with duplicate records when importing
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Import and Export—general topics
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Import log
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Export options
 

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