zero-balance account
An account that has a balance of zero. These accounts do not automatically import into Caseware Cloud apps. If you want to include zero-balance accounts, you must manually add and assign them to the designated groups.
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- Edit an added PDF document
- Review contact responses
- Respond to a query
- View queries (the Query dashboard)
- queries
- Track staff work
- Export data from Quickbooks
- Import the client's data from a CSV or Excel file
- Supported third-party accounting packages
- Export data from Sage 50 Canada
- Import from Sage desktop
- Rounding in financial statements
- View details of accounts and groups in the financial statements
- Insert the firm logo in the financial statements
- Save and compare financial statements
- Add visibility settings in checklists
- English (US)
- List of Cloud Connector functions
- Create custom security roles
- Create an account for staff or contacts
- Manage access for Caseware Cloud apps
- Staff-Client collaboration workflow
- Reopen a query
- Move Working Papers files to another entity
- Get started with Cloud API
- Query syntax in GET requests
- Common use cases
- Firm settings - Security
- English (US)
- Assign accounts to groups
- Add an account or a group in the Data page
- Trial balance
- Import and manage data
- Assign accounts to groups
- Understand the trial balance dataset
- Edit table descriptions in the financial statements
- Get started with central planning
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