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Excel export/import utility for multi-state allocation
The Excel Export/Import utility allows you to quickly and efficiently export and import allocation information to and from the multi-state allocation spreadsheet and a Microsoft Excel workbook.
note
The Excel Export/Import utility for allocation information is available only in the K1 and K1-T multi-state allocation spreadsheets.
With the Excel Export/Import utility, you can do the following:
- Create an Excel workbook template by exporting data from the multi-state allocation spreadsheet to Excel.
- Modify and save the Excel workbook.
- Import data from the Excel workbook back into the multi-state allocation spreadsheet.
You can export a multi-state allocation spreadsheet from 1 client to an Excel workbook and subsequently import the information back into a different client, or a different activity in the same client.
You can't export or import statement window detail. When you import allocation data from Excel, the total amounts are imported into the multi-state allocation spreadsheet.