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- Importar las transacciones del cliente y otros datos del libro auxiliar desde un archivo CSV o Excel
- Setup
- Design
- User Setup
- Index
- Default group
- Staff and Contacts
- Import a new trial balance
- Import trial balance from an engagement
- Import the client's data
- What is OnPoint DAS?
- Start the engagement
- Create custom groups in tables
- Add a financial statement area
- Add areas
- Edit notes in the financial statements
- Display zero balance columns in dynamic tables
- Frequently asked questions
- List of Cloud Connector functions
- https://portal.cpa.com/aa/onpoint-pcr
- Attach documents to an engagement file
- Add new Word and Excel documents
- Import and manage data
- Import the client's data from a CSV or Excel file
- OnPoint CloudBridge (USA, Single)
- Wrap up and lock down the engagement
- English (US)
- Get CloudBridge
- Caseware Cloud Service Level Agreement
- Manage sync copies
- What is Caseware Hybrid Cloud?
- View analytic test results for checklists
- Import data from desktop accounting software
- Transfer individual engagements with CloudBridge
- Migrate large data sets (over 50 files)
- To configure the Batch Tool: Step 3
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No thanks, I just want the file.