Using G/L Direct Data Import
The G/L Direct system allows for standard or custom imports of trial balance data into the tax return chart of accounts worksheet grid . You can import delimited or fixed width ASCII text files.
The system provides a list of standard import templates for various general ledger and client write-up packages.
You can create custom import templates that designate column data types, such as account number, account description, and tax code. In addition, the custom import feature allows you to create template specifications for account numbers.
