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CCH Software User Documentation

How to Import a Trial Balance

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Trial Balances are imported using a text file via the Business Tax source. In order to use this feature you need to create a business and an accounting period first. For further information on this see: Business Tax

To Import a Trial Balance

  1. Open the Business Tax source.
  2. Under the Accounting Period section, select the accounting period that you would like to import the trial balance for.
  3. Click Import 3rd party TB from 'Tasks' in the Ribbon Bar 
  4. The Import Trial Balance page appears.

  5. Under Text file to import enter the location of the Trial Balance or use the ellipsis button to the right to browse to the text file.
  6. (Optional) If necessary select the check box Tick if draft accounts are acceptable.
  7. Click Import to transfer the data.


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