Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

• You can paste in data from an Excel spreadsheet or you can enter it directly into the spreadsheet grid in this dialog.
  Spreadsheet Import [Utilities menu]
• You can import many kinds of data, including adjusted budget balances; AccountWare codes that will convert to CSA tax code; (for a Trial Balance CS client only) grouping schedule codes and subcodes.
  And you can set up columns in any order within the spreadsheet grid.
  Spreadsheet Import > Column Title dialog
• You can save import column settings to use again for other GL or Trial Balance clients.
  Spreadsheet Import > Save Spreadsheet Setting dialog
• The application automatically verifies the integrity of the spreadsheet import data before completing the import procedure.
  Spreadsheet Import > File Options dialog
• The Spreadsheet Import Analysis dialog opens automatically at the end of the import process.
  Spreadsheet Import Analysis dialog
• You can import year-to-date balances by marking the checkbox at the lower-left corner of this dialog. The application calculates current-period activity based on any existing prior-period balances and gives the net change for the period.

Was this article helpful?

Yes No

Submit