Michaela Greene
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Articles
Recent activity by Michaela Greene-
Creating a new file
In this guide, we will be taking you through how to create a file on BrightWorkpapers. This will include the new File Template button, which will now make the process of selecting your template muc...
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Import Clients via CSV
To import clients into BrightWorkpapers, simply follow the steps below: Go to the Clients page and click on the "Import Clients" button Select the "Custom CSV" button in the window Upload the C...
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QuickBooks Online: Trial balance Import
To import a Trial Balance from QuickBooks Online simply; Select QBO as the import source 2. Type in your QuickBooks login details 3. Click Authorize4. Select the appropriate options and then pres...
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Xero: Journal Entries export
Xero Journal Integration VideoTo export your journal entry adjustments to Xero, simply: Select the adjustment section(s) that you want to export then click on the Export button > Export to Xero;Not...
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Xero: Trial Balance import
To import a Trial Balance from Xero, follow the instructions below; Select "Connect to Xero" as the import source Enter your Xero account details and loginNote: Where applicable, you may be requir...
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BrightWorkpapers Word document Data fields
Data fields can be used to auto populate your firm or client information into your word documents. Please download our example document (see attached document at the end of this article) which in...
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Linking BrightWorkpapers and FYI Docs
In this article, we will run you through the steps of linking BrightWorkpapers and FYI Docs.This process only needs to be completed once by BrightWorkpapers user, whom is an active user within FYI ...
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Uploading documents from FYI Docs
Before following this process, please ensure you have first linked BrightWorkpapers and FYI Docs.The guide to doing this can be found below;Linking BrightWorkpapers and FYI DocsTo upload documents ...
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Confirm import of taxpayer data
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Connecting clients to ATOSA