CCH® ProSystem fx® Engagement - Importing & Navigating the Trial Balance

This course will cover various ways to import the client's trial balance data into Engagement's Trial Balance database, as well as how to navigate and modify the database when changes are necessary.

Type: eLearning
Who Should Attend: Any level of accountants or auditors that are new to using Engagement or who need a refresher.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting or Tax
Program/Course Level: Basic

Objectives

• Import financial data from various sources into the TB
• Understand the key features of the TB
• Utilize Engagement functions to modify the trial balance data