[PHewitt]

Is there a timeframe for making the Export to Caseware function available?

Is there a reasonable workaround in the meantime?

Paul S. Hewitt, CA

[MSchappler]

Exporting to Caseware should be ready for the next update to NV2.

You can use NV2 to display your Trail Balance to Excel and then use the display to enter your information in Caseware.

Regards,

Martin

[PHewitt]

I understand that Caseware now has a function to import directly from Excel, so this should work.

However, when you set up books along the lines of the sample company, with sub-accounts totalling to accounts on the TB, there’s a lot more work to get all accounts into Caseware (if you need the sub-accounts).

Will the export function allow you to select sub-accounts for groups that are summarized on the TB?

[Author]

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