Once you have rolled forward your file, you will need to import your trial balance into the new file. 

Trial Balance import with SuperMate: 

To import your current year's Trial Balance from SuperMate:

Step 1 - Choose your Import Source and Login

1. Ensure you are in the Working Paper Index of the Fund you want to update the Trial Balance for;
2. Click on Trial Balance| Import Trial Balance;
   
3. Select your import source;
4. Click the Establish Connection button              
5. On the Import screen, enter your username and password;
6. Where applicable, you may be required to enter a security code for Multi-Factor Authentication as per the example below. Select Remember this device for 30 days to remember these details.      
7. Click the Close button
8. Click the Select Fund button
9. On the Import from Fund screen, select the correct site code and fund name. also ensure you check the financial period your looking to import 
10. Once you've selected the import fund option you'll be met with the below message prompting you to being auditing. 

Returning to the Trial Balance screen displays the accounts successfully imported