🎓 Knowledge-base

Installation Knowledge-base Articles DataDear installation guide articles Getting Started Knowledge-base Articles Getting started with your DataDear account Pushing Data Knowledge-base Articles Guide about pushing data using DataDear HMRC MTD Knowledge-base Articles Using the free VAT submission to HMRC for Making Tax Digital Pulling Data Knowledge-base Articles Guide about pulling data using DataDear Your Account Knowledge-base Articles Managing your DataDear account

Topic	Replies	Views	Activity
How do I fix 'Invalid VRN Number' error when trying to submit the MTD sheet? HMRC MTD hmrc-vat , announcement , hmrc	4	2526	May 14, 2020
What version of Excel am I using? Installation article , excel	0	826	April 22, 2020
How do I install DataDear on a server or a virtualised environment? Installation installation , article , server Learn how to install DataDear in larger setups having a terminal server or virtualised environment. This article is primarily targeted to the IT administrators who need to install DataDear on more complex servers. For a…	1	2053	April 24, 2020
How do I solve error when prompted with an error that manifest may not be valid - DataDear Loader.vsto? Installation installation , article	0	2232	April 23, 2020
How do I install the DataDear Excel Add-In? Installation installation , article Learn how to download and install the DataDear Excel add-in on your computer. The DataDear Excel add-in can be installed on a Windows based Operating System (refer to system requirements) by following the steps below: D…	1	4224	April 24, 2020
Can I install DataDear on Excel for Mac? Installation mac , installation , article	0	2765	April 22, 2020
How do I upgrade the DataDear Excel add-in? Installation installation , article	0	1379	April 21, 2020
How do I start using the DataDear Excel add-in? Getting Started excel Learn how to get started with the DataDear Excel add-in. To get started with DataDear you need: An account with one of the supported accounting software (such as Xero, QuickBooks Online, WorkFlowMax, HMRC) An account w…	1	2009	May 7, 2020
How do I report a problem with the DataDear Excel add-in? Getting Started	0	889	May 7, 2020
How do I invite a DataDear Expert to my account? Getting Started users , datadearexpert	0	781	May 7, 2020
How do I add, delete and manage login history of users? Getting Started users Learn how to manage users to your DataDear account. An organisation connected to DataDear may be shared with other user including staff / employees or with clients so they can also use DataDear. Different user granular p…	2	1442	May 7, 2020
How can I change the account ownership of the DataDear subscription? Your Account account , owner Learn how you can change the account ownership of a DataDear subscription. If you’re the subscriber / account owner of DataDear, you can transfer the subscription to another user within the same account. :information_s…	1	1260	May 8, 2020
How can I view the DataDear invoices and current statement? Your Account	2	810	May 12, 2020
How do I use the Drill Down functionality? Pulling Data pulling-data , drill-down	0	925	May 12, 2020
How do I use the Attachments functionality Pulling Data	0	782	May 12, 2020
When do I use the Refresh or Append functionality? Pulling Data pulling-data , refresh	0	2017	May 12, 2020
How do I GET (download) data tables into Excel from the accounting software? Pulling Data excel , pulling-data , data-table	0	1736	May 13, 2020
How do I GET (download) reports into Excel from the accounting software? Pulling Data excel , report	0	1640	May 13, 2020
How do I add or reconnect my VRN from HMRC to my DataDear account? HMRC MTD making-tax-digital , connecting , hmrc Learn how to add or reconnect your organisations in HMRC to DataDear from the Dashboard or directly from Excel. You need to add your HMRC organisation / company to DataDear to start using the Excel toolbar. You also nee…	1	1584	May 14, 2020
How can I create a formula with the Excel function wizard in the parameters window? Pulling Data excel , dynamic-values	0	828	May 14, 2020
How can I use dynamic values from a cell or formula in the parameters window? Pulling Data excel , dynamic-values	0	809	May 14, 2020
How to setup the registry keys (LOADBEHAVIOR) in the Windows registry? Installation installation , registry	0	2582	May 2, 2020
What are the DataDear's system requirements? Installation installation , article	0	1173	April 22, 2020
How do I use the Balance Sheet - Multiple Periods report? Pulling Data reporting , balance-sheet	0	1029	May 16, 2020
How do I use the Trial Balance - Multiple Periods report? Pulling Data trial-balance , reporting	0	1628	May 15, 2020
How do I remove duplicate rows from my downloaded data? Pulling Data reporting	0	743	May 16, 2020
How do I add or reconnect a QuickBooks Online company to my DataDear account? Getting Started connecting , quickbooks	0	1279	May 3, 2020
Microsoft Office 365 - How do I know if I have the correct Microsoft Excel version? Installation installation , article , excel-install	0	4182	April 23, 2020
How do I add or reconnect a Practice Manager / WorkflowMax company to my DataDear account? Getting Started	1	974	August 21, 2020
How do I create a group of organisations / companies? Getting Started consolidation , group	0	1490	May 18, 2020
How do I assign and change access permissions for users? Getting Started users , permissions	0	1995	May 7, 2020
How do I prepare my computer for a remote session by the DataDear support team? Getting Started support	0	671	May 3, 2020
Can I add the free Xero demo company to trial DataDear? Getting Started xero , demo-company	0	1137	May 3, 2020
How to enable the add-in if it was disabled in Excel? Installation installation , article , disabled	0	2577	April 22, 2020
How do I enable DataDear when it's not visible in Excel? Installation installation , article	0	3307	April 22, 2020
How do I enable VSTO error / display alerts in Excel? Installation installation , error , article	0	1632	April 23, 2020
Why am I getting an OLE action error / warning? Pulling Data error , article , pulling-data	0	3082	April 23, 2020
How do I upgrade my account during the trial or after the trial expires? Your Account account , trial	0	663	May 8, 2020
How can I delete or cancel the DataDear subscription? Your Account account	0	1892	May 8, 2020
HMRC - How do I use the available VAT reports and Obligations? HMRC MTD hmrc-vat , hmrc , pulling-data	0	962	May 12, 2020
How do I use DataDear's free Making Tax Digital (MTD) free service? HMRC MTD mtd , hmrc-vat , hmrc Learn how to use the DataDear’s free service to file your VAT Return with HMRC in the UK using Excel. This article covers the following: Introduction IT & Security Installing DataDear Excel Add-in Authorising DataDear …	3	2834	May 14, 2020
What is the Templates Library and how do I use it? Pushing Data templates , pulling-data , pushing-data	0	1186	May 31, 2020
How do I use the Profit and Loss - Multiple Periods report? Pulling Data reporting , profitandloss	0	1711	May 15, 2020
Microsoft Office 365 - How do I enable DataDear after a deployment manifest / location not trusted error? Installation error , installation , article	0	1707	April 23, 2020
How do I upload attachments when creating and editing records? Pushing Data pushing-data , attachments	0	1198	May 19, 2020
Getting started with a post and edit template Pushing Data templates , quickbooks , pushing-data , xero	1	1124	March 4, 2021
How do I use the Xero Payment details for SEPA/BACS/CHAPS report? Pulling Data sepa , bacs , batch-payment	0	1518	May 14, 2020
How are exchange rates applied in DataDear? Pulling Data reporting , exchange-rate	0	623	April 20, 2021
How do I disconnect a Xero organisation from my DataDear account if it cannot be reconnected? Getting Started xero	0	766	November 27, 2020
How do I add or reconnect a Hubspot account to my DataDear account? Getting Started connecting , hubspot	0	617	April 22, 2021