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- Import data from desktop accounting software
- Import from Sage desktop
- Export data from Quickbooks
- Import data from online accounting software
- import a new trial balance
- Track staff work during the engagement
- Track the engagement file status
- Complete the engagement
- Start the engagement
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- Release updates
- Get started with central planning
- Group properties
- Customize financial groups
- Manage your imported data
- List of Cloud Connector functions
- Insert data using the Cloud Connector pane
- Insert data using MS Excel formula dialog with Cloud Connector
- Import from QuickBooks desktop
- Supported third-party desktop accounting software
- Clear the Office cache
- Troubleshooting
- Insert data using the Cloud Connector pane
- Insert data using MS Excel formula dialog with Cloud Connector
- Start the engagement
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- Import the client's data
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- Staff
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- my.caseware.com
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- Analytical review
- What is Caseware Audit International?
- New in Caseware Extractly
- Import data from online accounting software
- Automated extraction
- Create client entities
- Dashboards and Tracking
- Activities
- Entities
- Set up client billing
- Draft an invoice
- Reports and Evaluation
- Time and Expense
- Invoices
- Manage the engagement documents
- Contacts
- Customize the financial statement settings
- Create a new engagement based on an existing file
- Get started with central planning
- Add a checklist
- Add a response type to a procedure
- Add a procedure
- Update after a version release.
- Add areas
- Template setup
- Authoring index.
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- Firm settings - Engagement File Management
- Recovering folders and files from the Recycle Bin
- Organize files by folders and tags
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