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- Manage the firm template
- Tel: 416-867-9504
- Rename a File
- Clear the Office cache
- Troubleshooting
- Expand or collapse account group rows in a table in the financial statements
- Rearrange areas in the financial statements
- Customize rounding in the financial statements
- Create a custom mapping file (.ini)
- Transfer engagements in bulk with CloudBridge
- Get CloudBridge
- Changing your date, time, and number display settings
- Change personal preferences
- Understand the trial balance dataset
- Resolve data import conflicts
- Migrate large data sets (over 50 files)
- Manage your imported data
- Import data from QuickBooks Online
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