Retrieve engagement balances from Engagement Manager

You can use tax codes to import general ledger or engagement balances into UltraTax CS from other applications. The following steps are for Engagement Manager.
  1. Select
    Setup
    ,
    User Preferences
    , then mark the
    Enable import from Engagement Manager
    checkbox on the
    Misc
    tab.
  2. Select
    Utilities
    , then
    Engagement Manager (Import)
    .
  3. In the Clients available to transfer pane, select the clients with balances to transfer, then use
    Select
    .
  4. Select the engagement to import.
  5. Select
    OK
    to return to the import screen.
  6. When you're ready to transfer data, select
    Import
    .
  7. When the transfer is finished, select
    Done
    .
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