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In this article
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- Import and manage data
- Reopen a query
- Send the query to contacts
- Update after a version release.
- Add areas
- Financial Statements
- Get started with Cloud Connector
- Trial balance
- Import and manage data
- Prepare the transactions CSV file
- quick reference
- Understand subledger datasets
- Prepare a CSV or Excel file to import transactions or subledger data
- Files
- Import the client's data from a CSV or Excel file
- Import client's data
- Planning
- Import the client's transactions and other subledger data from a CSV or Excel file
- Understand the trial balance dataset
- Import the client's financial data
- Template setup
- Get Started
- Troubleshooting
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