How do I set up a business with manual files?

Setting Up A Business Using Manual Files

[Tutorial Video] Set Up a Business - Manual Setup

Setting Up A Business Using Manual Files

1. From the Dashboard tab, click the purple Add Business button.

2. Under Set up a business, click the Setup Options button.

3. Click the File Upload Setup button.

4. Agree to the Terms of Service and Privacy Policy on behalf of your business owner client.

5. Complete the Business Details page. The industry information that you submit will be used in the valuation calculation, and to provide accurate industry benchmarking.

The platform can accept three different types of reports:

• Year-end financial statements (PDF)
• Trial Balance reports (XLS or CSV)
• 5-year Trial Balance Caseware export (XLS)

Ensure you have downloaded/saved the file(s) on to your computer before proceeding.

6. Click the purple Upload Files button.

7. Click and drag the files into the upload window, or select the Upload a CSV, XLS or PDF file button to choose the files from your computer.

8. Click the Submit Files button.