Launch a workflow for a new client using file upload

Create a new client

Click the Client dropdown on the left navigation panel and select + Add a New Client.

Add client name

In the modal that pops up, first add your new client name.

Add a data source through file upload

Next select the Upload Files then click Next to continue. On the following screen, select whether the files you are uploading came from QuickBooks Online or QuickBooks Desktop. 

Then drag and drop or click to upload the files. Once the files are uploaded, ensure they are mapped to the correct file types. 

For more information on which files need to be uploaded, review this article.

Select a workflow

Select an existing workflow from the dropdown. The workflow you select will determine the set of steps and data elements you will review. New workflow types can be created and customized in the Configurations section.

Select a period

Select the period you wish to analyze. This period should match the range of the General Ledger file you uploaded in the previous step.

Click Submit

Click the green Submit button to launch the workflow.