Trial Balance - Reimporting the CSV File

If you have already successfully imported your accounting records via CSV file and find you need to make an adjustment, you can re-import the accounting records. Re-Importing the trial balance will override all previous data imported through the Accounting Records Import.

If you know which item needs adjusting, you can review the Examiner screens under the Federal link (Income, Deductions, Pass-Thru Items, or Miscellaneous).