Import account groupings

Follow these steps to import your firm's account groupings or account groupings from another engagement.

From the Engagement Manager main toolbar, select

Setup
, then Account Groupings
.

Select

Import
on the Account Groupings section.

Select Engagement
or Spreadsheet
as the source, then Next
.

If you selected Engagement
:

Select client and engagement, select a client, then select Next
.

Select an engagement, then select Next
twice.

Select the account grouping you want to import from the Original account grouping name dropdown.

Enter a name for the new account grouping in the Account Grouping destination name field, then select Done
.

If you selected Spreadsheet
:

Drag and drop the file or Browse
for the file you want to import, then Next
.

Select the worksheet that the grouping to be imported is on in the spreadsheet.

Select the Type as New
or Existing
.

If New create a name for the grouping, if Existing select the name of the existing grouping from the dropdown menu, then Next
.

Map the columns to be imported to the Column Type, then Done
.

This article applies to: