FAQ 226: Importer--John Hancock beginning balances are not importing


I am trying to upload the first quarter of 2005 information, but cannot get beginning balances to upload. Are they not in the upload file I got from John Hancock? Here is the case file and the two files I downloaded from John Hancock. I was initially uploading the YTD file, but tried the other, but it didn't work either.


On the setup page of the John Hancock Import screen, check the box that says "Convert Beginning Balances".