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- Import a new trial balance
- Import client data
- Collect the initial information and documents from the client
- Plan the engagement
- Start the engagement
- Import from online accounting software
- Change the display option for table rows
- Get started - firm authors
- Get started
- Index
- Get started - firm authors
- English (US)
- Get CloudBridge
- Add dimensions
- Microsoft Windows SQL Server
- Import from QuickBooks desktop
- English (US)
- Define a document’s sign-off scheme
- Set up signoff schemes
- Define signoff roles
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