Spreadsheet Import . . . File Options

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

When you are ready to verify and import what you have pasted (or manually entered) and formatted in the Spreadsheet Import dialog, click the OK button. A data edit routine automatically verifies the integrity of the data within each column of the spreadsheet.

The Save Spreadsheet As dialog opens automatically and enables you to save the current spreadsheet format and assign it a unique Setting name or description. (The setting name then becomes available for future selection from the drop-down list in the Setting field of the Spreadsheet Import dialog.)

The File Options dialog then opens automatically and allows you to specify how you want to import the data into the CSA Chart of Accounts.

See also: Spreadsheet Import [Utilities menu]


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