Getting started with the CloudBridge
- Have access to the Firms Cloud instance and logged in.
- The Cloud engagement file has been created in a Client entity.
- Have a CaseWare Working Papers file with the CloudBridge in it.
- Launch the CloudBridge by double clicking on its link in the document manager.
- the Cloud entity to transfer data to
- Yes to confirm the Cloud engagement exists
- The Cloud engagement to transfer data to
- Whether to:
- Transfer Trial Balance Data and which years
- Include Adjustments
- Include General Ledger Transaction
In the Data transfer
- whether to Open the engagement after export
- Transfer Data