Import the client's data

Note: Our Cloud Audit solution is currently in BETA.

To populate the trial balance, you need to import the financial data to your engagement file. For example, you can import data directly from an online accounting software package such as QuickBooks Online and Xero.

Here are the import options that are available from the Data page:

• Caseware Working Papers engagement files

• CSV or Excel files

• Desktop accounting software packages

• Online accounting software (new method)

• Online accounting software (old method)