Michaela Greene
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Recent activity by Michaela Greene-
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" buttonSelect the "Custom CSV" button in the windowUpload the CSV file...
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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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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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Editing the figures in the Trial Balance
Trial Balance figures can be edited in the Working Trial Balance section.Edit the Account FiguresAccess Edit Mode in the Working Trial Balance screen; Enter the figures by typing into the boxes; C...
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Adding an account to the Trial Balance
New accounts can be added to the Trial Balance by using journal entries.Add an AccountSelect Journal Entries in a file; Complete the 'Journal Description' and select add; Select Adjusted as the ...
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Thomson Reuters XYZ Financial Accounts (Excel Export)
To export the Trial Balance to an Excel format which is compatible with Thomson Reuters XYZ Financial Accounts, simply:Access the Trial Balance by clicking on the icon in the functions tool bar; C...
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CSV export
To export the Trial Balance to a CSV format, simply.Access the Trial Balance by clicking on the icon in the functions tool bar; Click Export; Select Export Trial Balance to CSV; On the pop up sc...