Import data from KashFlow

When you create a client in Taxfiler by IRIS, you can bring through the static information for the client using Import client from.

1. Go to Import client from and select the KashFlow option.

2. To import accounts from KashFlow, go to the Trial Balance tab within the Accounts Production module for the relevant client and select Connect to Cloud Bookkeeping and selectConnect.

Select the link to watch a video on Importing KashFlow into Taxfiler