Octopus

Import your accounting data from Octopus to Caseware WinAcc.

Activation in Octopus

Check that your Web services are enabled in Octopus.

1. In Octopus, go to management > users

2. Access to web services should be checked

Activating the link in WinAcc

1. In the dashboard, click on settings and go to office settings

2. Click on login as admin and log in with the password pragmaparam

3. Enter your Octopus username and password

5.In the dashboard, select Octopus under Import

6.  Select the appropriate file and check “previous year” if applicable

7. Confirm  the pop-up with Yes