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- Import the client's data from a CSV or Excel file
- Accounts receivable - customers
- Understand subledger data
- Accounts receivable - open balances
- Dataset types described
- Prepare a CSV or Excel file to import transactions or subledger 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
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