 Import from
Choose the accounting program you are importing from.
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 Version
Choose the version of the program.
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 Import path
Choose the path to the file.
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 Import components
Choose which components to import: Trial Balance (Opening entries only) or General Ledger Detail.
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 Client ID
Choose the path to the file.
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 Period date sequence
Make sure the period date sequence is set to Yearly if you are only doing the year-end and will not be preparing interim reports from Caseware.
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 Import inactive accounts
This will bring in inactive accounts that can be used at a later stage.
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 Import prior year balance
Only import prior year if you want the prior year to overwrite the prior year balances in Caseware.
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 GIFI
Make sure that this option is unchecked. GIFI codes are assigned to the accounts when the accounts are mapped using the Jazzit default map structure.
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