![]() Browse to the Import Path of the client file you want to import.In the Import From and Version fields, specify the accounting software you’re exporting from. The Import From Other Data Source page displays.Open the downloaded file, then select Next.To import data using the Cloud Import Utility : See Prerequisites for importing from desktop accounting software for more information. See Import data from desktop accounting software for more information.īefore you import your client data using the Cloud Import Utility, ensure you complete the prerequisite steps for your accounting software. The Caseware Cloud Import Utility supports most desktop accounting software. ![]() To import client data from third-party desktop accounting software, use the Cloud Import Utility.
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