Spreadsheet Import. . . Column Title

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use this dialog to format each data column within the Spreadsheet Import grid.

Choose Utilities > Import > Spreadsheet. Double-click any column heading within the Spreadsheet Import dialog (or right-click within a column and choose Edit Column Title from the context menu) to open the Column Title dialog and then specify the appropriate column title. For a Beginning Balance or Period Balance column, you also need to specify additional information.

Note: You may use any column order within the Spreadsheet Import grid. If each column heading has been identified correctly, the data will flow to the appropriate fields within the CSA Chart of Accounts window or, if applicable, to the Tax Code Account Groupings dialog or the Schedule M-3 Tax Code Account Groupings dialog.

See also: Spreadsheet Import [Utilities menu]

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