Draftworx Cloud: Linking the Working Trial Balance

This guide is essential for users of Draftworx Cloud seeking to efficiently link accounts in their Working Trial Balance.

Updated at April 7th, 2025

Linking the Working Trial Balance

 
 

Linking your Trial Balance - Current Only option

 
 

Linking the Working Trial Balance Using Smart Linking

 
 

Linking the Working Trial Balance Using Automatic Linking

 
 

 

 

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