Importing

Topics discussed in this section include importing categories, importing data using templates, bridging data from a trial balance extract, and transferring data using integration.
In
My Datasets
, you can import data using one or multiple worksheets for the following import options:
In
Data Entry
, you import data using one or multiple worksheets using the function.
In
Administration
, you import categories using one or multiple worksheets using the Category Import function.
To review the status of your import jobs, select
Jobs
in the Tax Provision menu.