K2's Road to Excellence - Part 16
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More Ways to
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Questions & Answers
Excel Questions |
Answers |
What happens to the links when you email a linked Word doc? |
The link information will remain in the file, however the Word file will not update when the Excel file updates. If you need the data to update then provide a link to the file in the email instead of the file itself. |
TaxCycle Questions |
Answers |
Can TaxCycle import from accounting software or only Excel? |
TaxCycle does not directly integrate with accounting software for the purposes of importing data, but if the software can produce CSV or Excel files that you can modify to get into the Export worksheet for a form in TaxCycle, you can import the information. TaxCycle can also import GIFI (General Index of Financial Information) files from Accounting for Practitioners (AFP), CaseWare®, QuickBooks® Desktop (using the CSV of a report, see below), QuickBooks® Online Accountant, CCH Engagement, Sage® and CSV files you create yourself in Excel. See this help topic for details: https://www.taxcycle.com/Documentation/Preparing-returns/Import-data/Import-GIFI |