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In this article
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- List of Cloud Connector functions
- Grant users and groups access to entities
- Get started - Firm Administrator
- Firm settings - Caseware Working Papers Backups
- Built-in roles
- Supported third-party desktop accounting software
- Import data from a desktop accounting software
- Prerequisites for importing from desktop accounting software
- Reimport the trial balance
- Import client data
- DAS procedure integration
- New in Caseware Sherlock
- Index
- What is Caseware Sherlock?
- Import and manage data
- Import data from QuickBooks Online
- Supported third-party desktop accounting software
- Import data from online accounting software
- Import data from Dynamics 365 Business Central (File)
- Import the client's data from a CSV or Excel file
- Account details described
- account
- A
- Wat is Caseware Cloud Connector?
- Index
- Wat is Caseware AiDA?
- English (US)
- Import the trial balance from an engagement file
- Import and manage data
- Common adjustment types
- Known Issues
- English (US)
- Release updates
- Implement fund reporting
- implemented fund reporting
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