Importing data

4.1 Import iXBRL Accounts (CT600)
To see how to import iXBRL Accounts (CT600), watch the video below or click on the attached PDF. Video - https://www.useloom.com/share/3173a0b5eaf54102a...
Wed, 11 Jul, 2018 at 1:49 PM
Bulk client import - troubleshooting
In this article you'll find some of the most common errors when bulk uploading the client information in My Admin.  Note: When adding your client i...
Tue, 26 Oct, 2021 at 11:34 AM