Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Vendors and tax agents

Import vendor data from spreadsheets

Do the following to import vendor data from spreadsheets in Accounting CS.
  1. Prepare your spreadsheet.
  2. Start the import
  3. Select
    File
    ,
    Import
    , then
    Spreadsheet
    .
  4. Select the client in the
    Client name
     field and
    Vendors
     in the
    Data type
     field.
  5. Select the spreadsheet file and worksheet to import, then
    Next
    .
  6. Map spreadsheet columns
  7. Match the columns to Accounting CS fields.
  8. Select
    Next
    .
  9. Review and correct data
  10. Fix any highlighted issues, then select
    Next
    .
  11. Map extra data
  12. Depending on the columns you mapped, you may need to link more spreadsheet items to Accounting CS data. This may include bank information, chart of accounts, vendors, and 1099 items.
  13. Finish the import
  14. Review the
    Data Analysis
     screen. Select
    Finish
     when you're done.
  15. Review the summary and print the results if needed.

This article applies to:

  • Product: Accounting CS
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close