Import the client's data

OnPoint PCR allows you to import trial balance and transactions data from a variety of sources:

• Transfer individual engagements with CloudBridge

• Import trial balance from an engagement

• Import trial balance from CSV or Excel file

• Import transactions from CSV or Excel file

  Note: You must import the client's trial balance data before you import transactions.

• Import from Accounting Software or Structured Files:

  • Import from Online accounting software

  • Import from a desktop accounting software using Cloud Import Utility