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In this article
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- Import the client's data from a CSV or Excel file
- Export data from Xero
- Understand the general ledger dataset
- Import data from online accounting software
- https://portal.cpa.com/aa/onpoint-pcr
- Firm settings - Customization
- Settings
- Activities
- Financial Statements Preparation
- Get started with Extractly training
- Staff and Contacts
- Get Started
- Index
- Troubleshooting
- Install Extractly for your firm
- Get started – Staff
- Get CloudBridge
- System Requirements
- Add the information request items in the document
- Get started - Staff
- Get Started
- Release History
- What's New
- Troubleshooting
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