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© Accountants Templates Inc. (Jazzit) 2023
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com

Implementing the Jazzit Templates

 
When moving over to the Jazzit Templates, you may be presented with the following scenarios:
 

You have not created a CaseWare file for the client at the time of purchasing Jazzit Fundamentals

You have already created a CaseWare file for the client prior to purchasing Jazzit Fundamentals
 

Also included in: Implementing the Jazzit Templates

Create a New File Based on a Jazzit Master Template
Copy the Jazzit Templates and Map Numbers into an Existing Caseware File
Importing the Client Trial Balance
Mapping the Trial Balance
Creating a Firm Master