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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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In this article
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  • Understand the general ledger dataset
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  • Manage Files
  • Rename, delete or replace files
  • restored from the Recycle Bin
  • Manage the enterprise template
  • Manage the firm template
  • https://portal.cpa.com/aa/das
  • What is OnPoint DAS?
  • Manage the firm template
  • Get started - Firm Administrator
  • Manage extractions
  • Automated extraction
  • Extract a table
  • Create a custom mapping file (.ini)
  • Transfer engagements in bulk with CloudBridge
  • Transfer individual engagements with CloudBridge
  • English (US)
  • Frequently asked questions
  • Review and modify the checklist default settings
  • Get started with Cloud API
  • Get started with Cloud Connector
  • Import the client's data from a CSV or Excel file
  • Import the client's data from a CSV or Excel file
  • Import the client's data
  • Import trial balance from an engagement
  • Add a document reference in the query question
  • Formatting and Display Options
  • Letters and Memos
  • Annotate a procedure or subprocedure
  • Add or remove a link in the procedure description
  • Change personal preferences
  • Assess financial statement risks
  • Objective of the glossary
  • E
  • C
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