Uploading Accounting Information

FAQs related to Customers uploading their Accounting Information

"Log file uploaded successfully, sorry for the inconvenience" window
If you see the below screen after you initiate uploading your accounting information (by running vClient), this means that the version of your accounting pa...
Fri, 5 Feb, 2021 at 7:23 AM
Accounting Upload - Sage Intacct Pre-Requisite
Please see the instructions below for uploading from Sage Intacct from our partner, Validis.  Before uploading your data, please ensure that the followi...
Fri, 16 Apr, 2021 at 2:55 PM
Are Mac Books supported?
If you have a Cloud Package such as 'QuickBooks Online', 'Xero', etc. you will be able to upload to DataShare on a MacBook/Apple product...
Fri, 14 Aug, 2020 at 7:44 AM
Could not connect to Quickbooks database. Please check your username and password.
If you are getting this  error message after clicking 'Next' to submit your QuickBooks Desktop data, please check the following: As indicated,...
Fri, 5 Feb, 2021 at 7:16 AM
How to upload Quickbooks Online data
Before attempting to upload your accounts, please ensure the following: You are online and connected to the internet. You have a QuickBooks Online Accoun...
Mon, 11 Jan, 2021 at 3:34 PM
What Accounting Packages are supported?
Shield Assure partners with Validis to provide direct accounting integration to many Accounting Software packages. The latest versions supported are: Rel...
Fri, 14 Aug, 2020 at 8:00 AM