How do I import a new year-end TB over the existing trial balance?
After you have finished auditing the interim / planning trial balance, you may be required to import the final trial balance when you acquire it from the client.
To import a new Trial Balance
Go to the Data tab
Select import
Choose the reimport trial balance type you’d wish to upload the TB from.
Quick reminder to re-determine Materiality if you have re-imported a new trial balance.
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