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- 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
- A
- Get started with Cloud Connector
- What is Caseware Cloud Connector?
- Create a Caseware Cloud engagement using Caseware Working Papers
- Abandon sync copies
- Manage sync copies
- Import data from online accounting software
- Manage your imported data
- Import and manage data
- Export data from Xero
- Set up trial balance with dimensions
- Understand the trial balance dataset
- Add dimensions
- Transaction details
- Manage Files
- User Settings
- Manage the firm template
- Template setup
- Get started
- Start an engagement
- Set file retention
- Staff and Contacts
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