Spreadsheet import overview

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Spreadsheet Import wizard to import data from a spreadsheet in .XLS or .XLSX file format. During the import process, you will map the spreadsheet columns to data in Accounting CS. The application verifies the data based on the specified mappings.

Note: As a best practice for importing client data from a spreadsheet, be sure to clear all cell formulas and replace them with actual values before importing them into Accounting CS.

Special information

Types of data available for spreadsheet import

Setup data

Chart of Accounts

Customers

Employees

Form 1095-C

Invoice items

Vendors

Transaction data

Account balances from QuickBooks

Accounts payable transactions

Accounts receivable transactions

Time entry (for live payroll processing only)

After-the-fact (handwritten) payroll checks

Transactions

Related topics

Conversion topics in Accounting CS

Sample files for spreadsheet import

Affordable Care Act reporting

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