Year-end > Year-end process > Importing the Accountant’s Copy

Looking for something specific in the page and not quite sure where to find it? You can always press CTRL + F on your keyboard and type a keyword. Or you can do a search (in the top right corner).

« AgExpert Analyst Knowledge Base

Importing the Accountant’s Copy

When your accountant returns your file, you can import any additional changes and notes by:

  1. Selecting Import Accountant’s Copy from the File menu. A new window will open.
  2. Locate the transfer file that the accountant returned to you and click Open. Note: Look for a file with the extension .agextransfer.  
  3. The file location will automatically display in the Import Accountant’s Copy dialogue box. ClickImport.
  4. Once the file has been imported, you’ll receive a report listing the entries that the accountant has made, along with any notes. Print this report for your records and close when you’re done. A pop-up message will appear notifying you that the changes have been imported. Click OK.Note: Once the file has been imported, the task bar will no longer display the dividing date. All restrictions will be lifted from your file, and you’ll be able to continue your data entry.


Last updated on September 23, 2016 by FCC AgExpert