Importing CaseWare Working Papers Engagement Files to IDEA

To import the engagement files to IDEA:

1. Navigate to the Import option

2. Select Caseware Working papers as an option in the import assistant and click next

3. Click the browse button to select the Working Papers client file path

4. Select the required Engagement from the drop-down and then the files you want to import in IDEA  and click OK

Every file will be imported as a separate database in IDEA.

• Related Articles

• Rename CaseWare Engagement Files

  Note the following: An engagement file cannot be renamed within Windows Explorer. The rename function is not available when you currently have an engagement file open. To rename the file, you would need to be out of the file. (File > Close will ...

• Working Remotely With CaseWare Working Papers and Audit System

  CaseWare Cloud has been designed to support remote users, where users from the office and outside the office can collaborate effectively. If you are currently using CaseWare Cloud, then you are set to work remotely. What you will need to organise is ...

• CaseWare IDEA Level 2 Pre-training Checklist

  What is this FAQ for? This FAQ is for performing your pre-training software and training file checks to make sure everything is in working order before your CaseWare IDEA Level 2 training course. All training is conducted with the latest software ...

• CaseWare IDEA Level 1 Pre-training Checklist

  What is this FAQ for? This FAQ is for performing your pre-training software and training file checks to make sure everything is in working order before your CaseWare IDEA Level 1 training course. All training is conducted with the latest software ...

• Importing from online accounting software

  We have begun to integrate Analytics with online accounting platforms, enabling you to upload data directly from these services without having to leave your browser or download the engagement files to your hard drive. These operations do not require ...