Once you have been re-directed back to the application,as shown below,follow the steps below to import the trial balance:-
Select or Add the client from the Client Name search box Select the Accounts production chart Specify the year end date Tick the 'Lookup Existing Matches' box if you want the software to read /lookup matches generated/stored on the system by other users on other clients Finally, Click on the import button
RE- IMPORT TRIAL BALANCE
Use the Re-import button for a NEW trial balance import either for the same client or a NEW client