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In this article
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- Create placeholders in the engagement file
- Import client data
- Presentation and Formatting
- Import the client's data from a CSV or Excel file
- create a consolidation engagement
- Create and set up an engagement file
- Planning
- Data Import
- Integrate Working Papers with Queries
- Integrate an engagement file with a Cloud entity
- Differences between SmartSync and non-SmartSync
- Manage purchased engagements
- Understand the trial balance dataset
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