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Integrate data with other applications

Import from ATB for Windows

There isn't a direct import into
Workpapers CS
 from Accountant’s Trial Balance (ATB) for Windows. However, you can export your ATB Windows data into a spreadsheet and then import the spreadsheet into Workpapers CS.
Do the following to export the data to a spreadsheet from ATB for Windows:
  1. With the company opened in ATB for Windows, select
    File / Export Data
    .
  2. In the
    Export Data
     window, select a Data Type. You can select the
    All Account Information
    .
  3. Mark the File Type of
    Comma Delimited
     and select
    OK
    .
  4. Enter a file name for the CSV file.
  5. Choose a folder to save the CSV file.
  6. Select
    OK
    .
  7. In the
    Select columns to export
     window, select the appropriate Available Columns to export. Select the necessary information to import into
    Workpapers CS
    , such as the account number, description, and the balances. You could optionally choose to export the grouping schedule assignments as well.
  8. Select
    OK
     to export.
  9. Open Microsoft Excel and go to the CSV file that you exported from ATB for Windows.
  10. Once the CSV file is opened, select
    File
    , then
    Save As
     and save it as an Excel file.
  11. You're now ready to import into
    Workpapers CS
    .
  12. Use the
    Spreadsheet import - Chart of Accounts
     to import the ATB for Windows Chart of Accounts data (account number, description, balance information, and account groupings).

This article applies to:

  • Product: Accounting CS, Workpapers CS
  • Subject: Integration