To import a Trial Balance from Sage Accounting, simply;
- 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
- Enter your Sage Accounting account details and login
- 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
- Once the trial balance has been imported select the appropriate button.