Video library for Onvio Trial Balance
Select a video to view a demonstration of common processes in Onvio Trial Balance.
Create a project using a binder template (3 minutes)
eSignatures for clients (2 minutes)
Using the Periods screen (5.5 minutes)
Import data
Import a spreadsheet (2.5 minutes)
Import a spreadsheet with mappings (3 minutes)
Import data from QuickBooks Online (4 minutes)
Work in the Trial Balance tab
Modify the Trial Balance (2.5 minutes)
Add adjustments to the Trial Balance (2.5 minutes)
Grouping schedules (2 minutes)
Tax grouping units (2 minutes)
Predictive tax code mapping (2.5 minutes)
Trial balance rounding (1.5 minutes)
Export Trial Balance data
Import the Trial Balance into UltraTax CS (1.5 minutes)
Import the Trial Balance into Onvio Tax (2.5 minutes)
Tax vendor export (2 minutes)
Add-ins
Add-ins for Microsoft Office (3.5 minutes)
Reporting
Reporting (1.5 minutes)
