FCA Express

The FCA Express™ import is primarily used for setting up a new company. It may also be used to import specific items into an existing company.

1. Select File>Imports>FCA Express.
   
2. Select the desired record types to import.
3. Select the desired Source Company.
4. Click OK to import.

A "Not Responding" message in the Windows Task Manager does not mean that the program is not working. A dialog box will open when the process is complete. DO NOT end the task or interrupt the import.

Import Rules

Accounts

• Imports GL Accounts.
• If there are already GL Accounts in the FCA Express™ file that have the same Lookup as accounts in the file being imported, the matching accounts will not be imported.

Settings

• Imports all client specific settings, options, column configurations, etc. for all users.

Tasks

• Imports all Tasks, Text, Separators, and URLs which have been set up in the Task Manager.

Tax Maps

• Imports the tax mappings for Drake®, Lacerte®, and UltraTax® for the entity type of the receiving file, if such a mapping exists.
• Mappings to accounts that do not exist in the receiving file will not be included.

Verbiage

• Imports custom values for Account Class and Report Title in Setup>Verbiage.

Edit Accounts and Contacts

1. Select Reports>Report List from the menu, locate the Chart of Accounts report and print it for reference. Review the accounts to be sure that the Classification and Type are correct.
2. Select Setup>Accounts. Edit accounts as necessary. See Accounts for information about editing the accounts.