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

Enter your Sage One **Login Credentials** and **Login**

Select The Relevant Entity 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.

**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 provides a straightforward approach to use the direct method to import your trial balance from Sage One into Draftworx Desktop. By following these clear steps, users can utilize the drill down functionality on the working trial balance in order to view the general ledger of each account. It's an essential resource for anyone looking to enhance their workflow and ensure accurate reporting in Draftworx.

Draftworx Desktop: Direct Import - Sage Business Cloud - DX020