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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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In this article
Recently viewed
  • Get started - Staff
  • Get Started
  • What is Caseware Cloud Connector?
  • Index
  • Download a reference copy of the engagement
  • Generate an attribute sample from an analytic test
  • Index
  • Add an account or a group in the Data page
  • Import the client’s transactions from a CSV
  • Data linkage and real time updates in Cloud Connector
  • Purchase and enable Cloud Connector for your firm
  • Insert data using MS Excel formula dialog with Cloud Connector
  • Insert data using the Cloud Connector pane
  • List of Cloud Connector functions
  • New in Caseware DocuFlex OAG
  • What is Caseware DocuFlex OAG?
  • New in Caseware Cloud Engagements
  • What is Caseware Cloud Engagements?
  • Perform risk assessment
  • Fieldwork
  • Start the engagement
  • Collaborate with clients
  • View the status of the query
  • Caseware Audit
  • Prepare the financial statements
  • Files
  • Entities
  • Get started with MyCaseware
  • Settings
  • Dashboards and Tracking
  • Activities
  • English (US)
  • Senior Accountant
  • Get started with central planning
  • Group audit overview
  • Attach documents to an engagement file
  • Manage risks and risk assessments
  • Import the client's data
  • staff
  • Start the engagement
  • Import and manage data
  • View account analysis in checklists
  • Manage analytic tests in the Analytics Hub
  • Group audit overview
  • Understand the trial balance dataset
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