Sage Accounting: Trial Balance import

To import a Trial Balance from Sage Accounting, simply;

1. Select "Sage Accounting" as the import source
   
   Note: You can connect through your "My Profile > Integrations" page or from your files' Trial Balance import page
   
   
2. Enter your Sage Accounting account details and login
   
   
   
3. Select the appropriate options then click "Continue to TB Import"
   
   • Select the period(s) you would like to import the trial balance for
   • If you already have an accounting structure applied, you will have the choice to override the accounting structure
     
     
     
4. Once the trial balance has been imported select the appropriate button.