On the **Working Trial Balance**, Select **Direct Import**

Insert your **Password** and Press **Continue**

Verify your Identity by Selecting **Text a code** or **Call with a Code**

Insert the **Verification Code** and Select **Continue**

Select your **Firm** and the Relevant **Client** to **Import** from

**Import Monthly Balances** is Selected if you are Importing a Monthly Trial Balance, otherwise Leave this Deselected to Import a Yearly Trial Balance.

**Remove Empty Accounts** will Remove any Accounts with a Null Balance on Import.

**From and To Dates** are Automatically Selected Based on the Financial Year Setup upon Creating the Client File in Draftworx .

**Automatically Link Accounts on Import** will Link each Account in your Accounting Application to the Correct Link Number in Draftworx.

This guide offers detailed instructions for directly importing data from QuickBooks into Draftworx Desktop, ensuring a seamless integration experience. By following the steps outlined, users can efficiently manage their financial data with minimal hassle. It simplifies complex tasks, making it an essential resource for anyone looking to streamline their accounting workflow. Viewing this guide can save time and enhance productivity for both novice and experienced users alike.

Draftworx Desktop: Direct Import- QuickBooks - DX019