Accounting and Banking Data

General Information

• Data Overview: Upload or Connect—We Support It All
• Understanding Data Connections and Syncing Data
• Data Connections: High-Level Overview 🚀
• Importing Data Using the Audit Sight Template 🚀
• Audit Sight Data Conversion Services

Uploading Accounting Data

• Uploading Data from an Accounting System to Audit Sight
• Automatically Import Data from Crunchafi (formerly Strong Box) into Audit Sight
• AUS Template Import Process Improved with New Automation
• From Upload to Import: Tracking Manually Submitted Data
• Uploading Monthly Trial Balances (Trial Balance–Only Upload Option)
• Understanding Validation and Completeness Results

Accounting System Connections

• QuickBooks Online ✨
• QuickBooks Desktop✨
• Sage Business Cloud Accounting Integration ✨
• Xero Integration ✨
• FreshBooks Integration ✨

Banking Data

• How Audit Sight Treats Bank Transfers
• Banking Data Sources & Best Practices
• Understanding Banking Data Gaps in Audit Sight
• USD PDF bank statements 🧾
• Connect Bank Accounts via Plaid ✨
• How to Deal with Foreign Currency Banking Data

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