Supported Trial Balance Formats for Each Accounting Software in Cloudoffis
Introduction
Cloudoffis supports multiple trial balance formats based on your accounting software, ensuring accurate data import and processing.
Note- Accountants are required to generate and download the trial balance in accordance with the column format shown in the following screenshots.
- Click here to view the step-by-step guide for uploading a manual trial balance.
Class Super
For users working with Class Super as their accounting software, Cloudoffis supports trial balance imports in the following formats:
Format-1
Format-2
BGL (Simple Fund 360)
For BGL Simple Fund 360 users, Cloudoffis supports direct integration and accepts trial balance files downloaded in the following formats:
SuperMate-
When working with SuperMate, you can download your trial balance using one of the compatible formats mentioned below:
Format-1
Format-2
Format-3
Xero
If your trial balance data is maintained in Xero, Cloudoffis allows you to download it using the supported formats listed below:
Format-1
Format-2
HandiSoft Handiledger
If you’re managing accounts through HandiSoft, the trial balance should be downloaded in one of the formats supported by Cloudoffis as listed below:
MYOB
For funds prepared in MYOB, Cloudoffis recognises the trial balance when it’s downloaded in the following file formats:
Note- An Excel-format trial balance can be used across all supported accounting software when uploading to Cloudoffis.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.
Related Articles
Creating and Processing a Manual Job
Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...Understanding Job Stage Synchronisation between Sorted and Auditomation
Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...Cloudoffis Format For Uploading Trial Balance Manually
Introduction:- The Trial Balance Template is designed to help you standardise and organise fund data before starting an audit in Cloudoffis. By following the defined rules for each column and required fields, you can ensure accuracy, avoid formatting ...Verify Data with Accounting Software(Class/BGL360/SuperMate)
Introduction This feature enables users to compare data between Cloudoffis Auditomation and accounting software (Class, BGL360, SuperMate). Please note that auditors need to request access and specific credentials from the accountant for the ...Importing Data from Accounting Software
Introduction Once the job is created, the next step is to import the data if the fund has been imported from any accounting software or to upload the data manually if the fund has been uploaded manually. Following are the ways to Import the data from ...