Was this helpful?
YesIn this article
Recently viewed
- Tel: 416-867-9504
- Import the client's data from a CSV or Excel file
- Home
- What is Caseware AiDA?
- What's new in Caseware Cloud
- What is Caseware Cloud?
- Get CloudBridge
- Supported third-party desktop accounting software
- Adjust table settings
- Tax schedules
- Tax Preparation
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's data from a CSV or Excel file
- Import and manage data
- https://portal.cpa.com/aa/onpoint-pcr
- Planning
- Caseware Academy - North America | Gettting Started with Extractly
- Provide feedback or request support
- Support
- What is Caseware Extractly?
- Index
- Install Extractly for your firm
- Get started - Firm Administrator
- Transfer individual engagements with CloudBridge
- Transfer engagements in bulk with CloudBridge
- Get started with Cloud Connector
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.
Stay Connected
Subscribe to receive updates on the latest articles and news for CaseWare products.
Your download will start immediately after you subscribe.
No thanks, I just want the file.