Rowtax1
Level 3

The trial balance import is really hosed this year....

I used to make a copy of the prior trial balance, go into the new trial balance, close the year and then enter data into the new year trial balance and go into proseries client, and point to the new trial balance, but that now freezes up the program...Badly....but as a work around, I don't change where the trial balance is imported from....I continue to use the same trial balance (ATBWU) and simply close that year, enter in the new data and import from there..  A couple of times, I found I had made an error on my journal entries and when I tried to re-import, it locked up again....So, I simply re-transferred the proseries client file from 2021 into 2022 and then imported the trial balance again...So...that worked for me....So, I am still using ATBWU.

Let me know by responding if that works for you.

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