• Engagements
  • Automatic documents
  • Document Manager
  • Print and save
  • Create files
  • Imports
    • Comparison report
    • Imports and Pervasive SQL
    • Imports and SQL Server
    • Software import index
    • Create a database backup file
    • Import from accounting software
    • Import from ASCII or Excel
    • Import from CaseWare Working Papers
    • Import from Engagement CS
    • Import from ProSystem fx Engagement
    • Import from QuickBooks
    • Import from Sage 50 Accounting
    • Import from Working Paper Software
    • Import from XML
  • XBRL
  • Annotation
  • Issues
  • Roles
  • Accounts and balances
  • Journal entries
  • Mapping and grouping

Imports

Import client data from other accounting and working paper software, external files, and existing Working Papers files. To import client data from desktop accounting software into CaseWare Cloud, use the CaseWare Cloud Import Utility.

Overview

• Comparison report
• Imports and Pervasive SQL
• Imports and SQL server
• Software import index

Get started

• Create a database backup file
• Import from accounting software
• Import from ASCII or Excel
• Import from CaseWare Working Papers
• Import from Engagement CS
• Import from ProSystem fx Engagement
• Import from QuickBooks
• Import from Sage 50 Accounting
• Import from working paper software
• Import from XML
• Import XBRL instance documents