Importing trial balance views from other engagements

Alerts and notices
  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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