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In this article
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- Import and manage data
- Prepare a CSV or Excel file to import transactions or subledger data
- Creating a primary (parent) copy
- Differences between SmartSync and non-SmartSync
- Manage synced data between source and destination engagements
- Caseware Working Papers
- Get started - Firm Administrator
- What is Caseware Accomplish?
- Planning
- Index
- English (US)
- Caseware Sherlock 6.2
- Group properties
- Get started with the integrated apps portal (Microsoft)
- How to get started with Cloud Connector
- Consolidation setup
- Frequently asked questions
- What is Caseware Cloud?
- my.caseware.com
- Manage access for Caseware Cloud apps
- User roles and permissions
- https://portal.cpa.com/aa/onpoint-pcr
- What is OnPoint PCR?
- Troubleshooting
- Get Started
- Release History
- Permissions
- Set file retention
- Files
- Entities
- What happens after you import the list.
- Add a firm logo and letterhead
- Change engagement glossary terms and dynamic text in the financial statements
- Manage the firm template
- Define components
- View details of accounts and groups in the financial statements
- Get started - Contact
- Wrap up the engagement
- Lock down the engagement
- Get started - Staff
- Get Started
- Caseware Taxflow Winter 2025
- Caseware Taxflow Winter 2024
- English (Canada)
- English (US)
- Caseware Taxflow Fall 2025
- English (US)
- Enterprise Authors
- Exclude rows from a custom group total
- Rename content areas in financial statements
- Rearrange areas in the financial statements
- Customize the consolidation options in table columns
- Add a header or footer in the financial statements
- Limitations (beta period)
- Assess General Ledger Completeness
- Add an account or a group in the Data page
- Index
- Get started with Cloud API
- Workflow examples
- Known issues
- Track staff work
- Get started - Staff
- New in Caseware Accomplish
- English (US)
- List of Cloud Connector functions
- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Data linkage and real time updates in Cloud Connector
- Index
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No thanks, I just want the file.