Import the client's data

OnPoint Audit PCAOB allows you to import trial balance and transactions data from a variety of sources:

• Transfer individual engagements with CloudBridge

• Import trial balance from an engagement

• Import the client's data from a CSV or Excel file

• Import trial balance and general ledger data using Validis

• Import from Accounting Software or Structured Files:

  • Import from online accounting software

  • Import from a desktop accounting software using Cloud Import Utility