[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?

[PHewitt]

That was the correct answer. Thank you.

[Author]

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