Transfer a mapped Trial Balance from a Working Papers Consolidation file to a Cloud engagement

Transfer a mapped Trial Balance from a Working Papers Consolidation file to a Cloud engagement

CloudBridge can import a mapped trial balance from Caseware Working Papers Consolidation file into a Cloud engagement file. Please refer to the instructions below: 

In  Export Trial Balance Data? select Yes.

CloudBridge will pick up whether the CaseWare file is a consolidation file or not.

Select the Entity in the Choose consolidation entity drop down whose Trial Balance needs to be moved to a smart engagement.

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