Michaela Greene
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Activity overview
Latest activity by Michaela Greene-
Michaela Greene created an article,
Log in to BrightWorkpapers using BrightID
BrightWorkpapers now uses BrightID for a more secure, unified login experience. This article explains how to log in, what to expect on your first sign-in, and how to reset your password. Before you...
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Michaela Greene created an article,
Unlinking Or Resetting The IRIS Accounts Production Integration
There may be times when you need to unlink a client in IRIS Accounts Production from a BrightWorkpapers client. For example, there may have been an error with an import, you may have linked to the ...
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Michaela Greene created an article,
Manually exporting the TB to IRIS Accounts Production
This guide steps you through the process of exporting a Trial Balance from BrightWorkpapers into IRIS Accounts Production, using a range of popular bookkeeping packages. Export the Trial Balance fr...
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Michaela Greene created an article,
IRIS Accounts Production & BrightWorkpapers – Setup and Use
IRIS Accounts production has a closed API integration with BrightWorkpapers, you can take advantage of this to send both trial balance figures and adjustments to and from each piece of software wit...
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Michaela Greene created an article,
Sage Accounting: Trial Balance import
To import a Trial Balance from Sage Accounting, simply; Select "Sage Accounting" as the import sourceNote: You can connect through your "My Profile > Integrations" page or from your files' Trial Ba...
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Michaela Greene created an article,
Sage Accounting: Journal Entries Export
To export your journal entry adjustments to Sage Accounting, simply: Select the adjustment section(s) that you want to export then click on the Export button > Export to Sage Accounting;Note: You w...
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Michaela Greene created an article,
CCH & BrightWorkpapers – Setup and Use
Contents:Connection CCH and BrightWorkpapersImporting your Trial Balance to BrightWorkpapersImporting a Journal from CCH to BrightWorkpapers Connecting CCH and BrightWorkpapers 1. Select the Brigh...
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Michaela Greene created an article,
Exporting Journal Entries To Bright
To export your journal entry adjustments to Bright: 1. Select the adjustment section(s) that you want to export then click on the Export button > Export to Bright; Note: You will not be able to ex...
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Michaela Greene created an article,
Importing a Trial Balance From Bright
To import a Trial Balance from Bright, follow the instructions below;Note: Please ensure the client name and all related dates match between the file in BrightWorkpapers and what is shown in Bright...
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Michaela Greene created an article,
Exporting the Trial balance to IRIS Accounts Production
This guide steps you through the process of exporting a Trial Balance from BrightWorkpapers into IRIS Accounts Production, using a range of popular bookkeeping packages. Export the Trial Balance fr...