Uploading data from an accounting system to Audit Sight is a breeze! With the right steps, you’ll be flying through the process in no time. Let’s ensure your data upload is seamless and stress-free.
No Formatting? No Problem!
If you receive raw accounting data from your client and don’t want to spend time formatting it, you can use our Accounting Import System. This powerful tool automates much of the data transformation, reducing manual effort. Simply upload your files, and Audit Sight will handle the heavy lifting—making it easier than ever to get started!
Step 1: Equip Your Client with the Right Instructions
Audit Sight supports a variety of accounting systems, each with its own unique upload process. That’s why we’ve created step-by-step guides tailored to each one—making your life easier.
✅ Share the correct instructions with your client.
✅ Ensure they follow each step to extract the right data.
✅ Double-check that they have the proper access—no last-minute surprises!
Step 2: Gather and Review the Data Provided by the Client
Before hitting the upload button, make sure you’ve collected all the necessary files.
📌 General Ledger – A detailed breakdown of all journal entries for your testing period. If this includes beginning and ending balances, you’re all set!
📌 Comparative Trial Balance – Account balances at both the beginning and end of the period are required to ensure a complete data set.
⚠ Warning! When requesting a trial balance from your client, ensure they include zero-balance accounts.
Step 3: Double-Check Before You Upload!
Nobody likes messy data. Take a few moments to review before sending it off.
🔍 Completeness Check – Ensure all data for the entire period is included.
📂 File Format Check – Make sure the file is in CSV or Excel format.
Step 4: Upload Your Data to Audit Sight
Once your data is ready, it’s time to upload.
1️⃣ Log in to Audit Sight.
2️⃣ Navigate to the Uploads section.
3️⃣ Select your accounting system from the list.
4️⃣ Follow the on-screen prompts to upload your files.
5️⃣ Confirm your upload is complete and verify that everything is correctly mapped.
🚀 Automation Note: When uploading data from a supported accounting system, Audit Sight’s automation assists with data transformation in some cases, but not all scenarios. No worries—our Data Conversion Services team is on standby to assist with any manual adjustments needed!
Pro Tips for a Smooth Upload Experience
✨ Keep communication open with your client—they need to understand the process too!
✨ Give your data a quick review before uploading—better safe than sorry.
✨ If anything feels off, check out our system-specific upload guides or contact support for assistance.
By following these best practices, you’ll ensure a smooth, fast, and error-free data upload. Say goodbye to audit headaches and hello to streamlined efficiency with Audit Sight! 🎉
