Accountant > Import Client's copy > Importing Client’s Copy

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« AgExpert Analyst Knowledge Base

Importing Client’s Copy

Your client will send you a file with the extension .agacctransfer.

In AgExpert Analyst, you can import this file into your accountant’s version of AgExpert Analyst.

To begin the import process:

  1. Select Import Client’s Copy from the Accountant menu. A new window will open.

  2. Locate and select the saved transfer file, and click Open.

  3. Make sure you’re extracting the information to the correct location. If it’s incorrect, click the second Browse button, find the correct location and click OK.
  4. Click Import to extract the information.

  5. Once the file has been imported, click Open in the File menu. You can make entries before the dividing date and view transactions after the dividing date.  Note: You won't be able to make any payroll entries.

Last updated on September 20, 2017 by FCC AgExpert