On the open **Client File**, Select **Financial Data**

Add that there are various ways to import your WTB - put a block around all the import options

If you have scribes for different import options add them here at the bottom for people to navigate to

On Your **Working** **Trial Balance Screen** there are Various **Import Options**, you can **Import** your Trial Balance by Selecting the Relevant Import Option

Read Our Article on Using the Direct Import Method to Import from [Sage One](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on Using the Direct Import Method to Import from [Quick Books](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on [Importing from Sage One](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on [Importing from Quickbooks Online](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on Importing from an [Excel Spreadsheet](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on Importing from [Caseware](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on Importing from [Palladium](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on Importing from[ Pastel Evolution](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on Importing from [Pastel Partner/ Express](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on Importing from[ Xero](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

Read Our Article on [Other Import Options](https://draftworx.helpjuice.com/en_US/desktop/importing-your-trial-balance-desktop)

This guide provides a instructions to navigating to your trial balance screen to import your trial balance, streamlining your financial data management.

Draftworx Desktop: Navigating to the Working Trial Balance Screen - DX009