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- Set up and import a trial balance containing dimensions
- Import the client's data from a CSV or Excel file
- Get started - Firm Administrator
- New in Caseware Cloud
- Hybrid Cloud
- Create a query document
- Before purchasing a Caseware Cloud license
- Description of staff roles
- Start the engagement
- Import from QuickBooks desktop
- Import from a desktop accounting software using Cloud Import Utility
- Import client's data
- Planning
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