Accounting & Importing
27 articles
- How to Get the Right Sage 50 Reports
- Connected Storage (Google Drive and Dropbox)Route finalized documents to your firm's cloud storage and attach files directly into workpapers.
- Importing CCH Engagement Essentials FilesImport a CCH Engagement Essentials export to populate the trial balance and apply your tax-mapping template — for a single binder or for many clients at once.
- QBO import: why a short-year or partial-period import shows the whole yearFor QuickBooks Online imports, the start date does not affect income and expense accounts — QBO reports them from the start of the fiscal year. Here's what controls the period,…
- Trial balances with the account code inside the account name (AppFolio and flattened QuickBooks exports)Some trial balances put a roll-up code in the account-number column and the real, most-specific code inside the account name. Tallyfor now recovers the deeper code automatically.
- Importing an Excel Trial BalanceUpdated guide to importing an Excel trial balance, covering the August 2026 importer changes: flexible account types, sectioned trial balances, single-column balances, clearer errors, and the new None option.
- How to turn on account numbers in QBO
- QBO permissions
- Connecting Your Client's Xero Trial Balance Data
- Tallyfor Kickstart
- Can't See All Clients or Issues with QBO Login
- How to Get the Right QuickBooks Desktop or Online Reports
- Connecting Your QBO Client Data
- Xero User Permissions
- Disconnecting and Deleting Your Trial Balance Data
- Can't See Menu Button
- FreshBooks Not Connecting
- Refreshing Trial Balance Data
- Connecting Your Sage Client Data
- Wrong Xero Org or Company Loads into Tallyfor
- Accounts in Wrong Account Type Section
- QBO Deleted or Inactive accounts
- How to Download Reports
- How to Get QBO Self-Employed Report
- QuickBooks Self-Employed
- Consolidated Tax Trial BalanceCombine parent and subsidiary entities into one consolidated tax trial balance.
- Why your balance sheet doesn't balance (and why the prior-year comparison doesn't match)Both usually trace to one thing: the prior-year binder is missing the "agree to tax return" adjusting entry that closes current-year net income into equity.