Uploading Your Data & Supported Packages
How to Upload Data to DataShare
Upload Guides
- How to check your QuickBooks Desktop Admin Credentials
- NetSuite Integration Guide
- Uploading your Sage 50 / Sage 50c UK data
- Uploading your Sage 50 US (Peachtree) data
- Uploading your Sage 50 Canada (Simply) data
- How to check your permissions in Sage 50 Canada (Simply)
Supported Accounting Packages on DataShare
Universal Connector
- Upload your data using the Universal Connector
- Upload your data using the Universal Connector - Multicurrency
- Using the Universal Connector template
- Universal Connector - Splitting debtor/creditor names in to a seperate column
- Universal Connector - transactions grouped by debtor
- Downloading Sales and Purchase Ledger data from Xero for the Universal Connector
Before Uploading
Uploading FAQ
- Can I upload all my data sets to the same engagement?
- Are MacBooks Supported?
- Can we upload an excel file into DataShare?
- How can I upload data on my client's behalf?
- How do I upload my data?
- What Accounting Packages and Browsers are supported?
Creating Backups for DataShare
- How do I create a backup for Sage 50 CA Simply?
- How do I create a backup for Microsoft Dynamics Navision (NAV)?
- How do I create a backup for Sage 300 CRE (Versions 17 & 18)?
- How do I create a backup for Sage 100 Contractor?
- How to Create a Backup for Sage 100 Standard/Advanced
- How do I create a backup for Sage 300 CRE (Version 16)?
Accessing and Maintaining Your Accounts
General Information
Browser Guides
Troubleshooting
- Windows Defender SmartScreen
- DataShare not matching accounting package data
- Portal error messages and fixes
- You don't have a Xero organisation yet
- "Log file uploaded successfully, sorry for the inconvenience" window
- Error: Invalid file types(s)