Import trial balance views

Follow these steps to import trial balance views from another engagement.

In Engagement Manager, open the engagement, then select the Trial Balance
.

Select Setup
, then Views
.

Select Import
.

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

Select an engagement, then Next
, and Next
again.

Mark the checkboxes for the views you want to import, then select Done
.

If you import a trial balance view with the same name as an existing view, you'll be prompted to replace the existing view.

This article applies to: