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How do I import a Trial Balance using third party APIs?

You can save time when importing a year-end Trial Balance into Accounts Production by using the third Party APIs on the existing Import Trial Balance wizard. Importing directly from online accounting software is quicker than manually entering the data. We currently have the facility to do this for Quickbooks Online, Xero and FreeAgent.

More information on how to use the Quickbooks facility, can be found in our article for TaxCalc integration with Quickbooks

More information on how to use the Xero facility, can be found in our article for TaxCalc integration with Xero

More information on how to use the FreeAgent facility, can be found in our article for TaxCalc integration with FreeAgent