Spreadsheet import overview

Alerts and notices

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 Workpapers 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 Workpapers CS.

Special information

Types of data available for spreadsheet import

Setup data

Chart of Accounts

Transaction data

Account balances from QuickBooks

Account balances from Xero


Related topics

Conversion topics in Workpapers CS

Sample files for spreadsheet import

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