Importing trial balance views from other engagements

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  1. Click the Trial balance tab and then click the Views button.
  2. Click the Import Views Import Views button button, select a Client, and click OK.
  3. Select an engagement, click OK, and then click Next.
  4. Mark the checkbox for any views that you want to import and click OK.

Note: If you import a view with the same name, you will be prompted to overwrite the existing view.

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