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  1. MyWorkpapers
  2. Integrations

Integrations

Become familiar with all integrations linked with MyWorkpapers

Universal

  • MyWorkpapers Excel document Data fields
  • MyWorkpapers Word document Data fields
  • Xero: Trial Balance import
  • Xero: Journal Entries export
  • QuickBooks Online: Trial balance Import

AU Integrations - SMSF Client List

  • Import Clients - Class, SimpleFund 360 and SuperMate

AU Integrations - Trial Balance

  • SuperMate: Importing the Trial Balance
  • SuperMate: Updating the Trial Balance
  • BGL SF360: Importing the Trial Balance
  • BGL SF360: Updating the Trial Balance
  • Issues with the Trial Balance import from Class, BGL 360 or Supermate

AU Integrations - Class Super

  • Frequently Asked Questions - Class API updates
  • Video Guide - How to Create Report Packages in Class Super
  • Class Super (Zip File): Administrator's guide to setting up Report Packages
  • Class Super (Zip File): Exporting Clients
  • Class Super (Zip File): Importing Clients
  • Class Super (Zip File): Exporting the Trial Balance and Reports
See all 9 articles

AU Integrations - Report Pack

  • Activating the Report Pack
  • Sending Reports to the Working Paper Index
  • Download Reports
  • Refresh Reports

UK Integrations

  • Sage Accounting: Journal Entries Export
  • Sage Accounting: Trial Balance import
  • IRIS Accounts Production & MyWorkpapers – Setup and Use
  • Manually exporting the TB to IRIS Accounts Production
  • Unlinking Or Resetting The IRIS Accounts Production Integration

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