How do I import a new year-end TB over the existing trial balance?

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

  1. Go to the Data tab

  2. Select import 

  3. 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.