Uploading Accounting Information
FAQs related to Customers uploading their Accounting Information
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
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
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
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
For desktop accounting packages, you will be need to download a Microsoft zero footprint application - vclient. When using Google Chrome to download fi...
Thu, 31 Mar, 2022 at 12:45 PM
Once you select "Upload Accounting Information" and select Quickbooks, a zero footprint program will pop up to be installed. This program will...
Wed, 23 Sep, 2020 at 10:15 AM
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
Shield Assure partners with Validis to provide direct accounting integration to many Accounting Software packages. The latest versions supported are: P...
Mon, 25 Apr, 2022 at 1:00 PM