ONESOURCE

Workpapers Help

ONESOURCE Firm Edition: Change Workpaper Association

If you are a ONESOURCE Firm Edition user (Client Manager firm), you can reuse the workpapers of one client with other clients. For example, if you are a user in the accounting firm ABC that always does work for the client 123, you can download a workpaper that is associated with another client, such as client 456, and associate the workpaper with client 123.

When you open a workpaper associated with a different client, you receive the following warning, and you are unable to use any of the functions in the workpaper until you change its association:

Screen capture showing the warning if you open a workpaper associated with another client.

To change the association of a workpaper to a different client:

  1. Select Settings > Workbook Settings.

    Screen capture showing how to open Wrokbook Settings.

  2. Select Account Info, and then select Change to currently registered account.

    Screen capture showing the tab Account Info.

  3. Select Yes to associate the workpaper with your current client.

    Screen capture asking if you want to proceed with changing the association of the workpaper.

  4. Select one of the following options:
    • Yes: Recalculates and retrieves data
    • No: Does not retrieve data
    • Cancel: No recalculation or resetting (this also changes the association of the workpaper)

    Screen capture showing the three options when you attempt to associate a workpaer with a different client.

  5. Close the Workbook Settings pop-up.

    Screen capture showing the Workbook Settings window you need to close to continue.